Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAY & PAULUS ORTHODONTICS, LLP
EIN 82-1925386medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
58
5665 MONCLOVA ROAD - MAUMEE, OH 43537419-893-3376kayandpaulus.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 58 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KAY & PAULUS ORTHODONTICS LLP CASH BALANCE PLAN
CashBalance
Assets$4.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KAY & PAULUS ORTHODONTICS, LLP 401(K) PLAN
401k
Assets$4.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAY & PAULUS ORTHODONTICS LLP CASH BALANCE PLAN | CashBalance | $4.4M | 28 | 2025 | |
| 001 | KAY & PAULUS ORTHODONTICS, LLP 401(K) PLAN | 401k | $4.1M | 30 | 2025 |
Retirement plans