Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIM FRETTY ORTHODONTICS, PLLC
EIN 82-5416499Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$981K assets
Welfare
0
Participants
26
6989 HIGHLANDS LANE - TYLER, TX 75703903-561-7873
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $981K assets / 26 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#001
KIM FRETTY ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$660K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIM FRETTY ORTHODONTICS, PLLC CASH BALANCE PLAN
CashBalance
Assets$321K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KIM FRETTY ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $660K | 17 | 2024 | |
| 002 | KIM FRETTY ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $321K | 9 | 2024 |
Retirement plans