Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNETH SMITH DDS, INC. DBA ANACAPA ORTHODONTICS
EIN 83-0814867Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
19
2807 LOMA VISTA RD., SUITE 101 - VENTURA, CA 930031561805-643-1266
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 19 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
ANACAPA ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$680K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANACAPA ORTHODONTICS 401(K) PLAN
401k
Assets$364K
Participants11
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 | ANACAPA ORTHODONTICS CASH BALANCE PLAN | CashBalance | $680K | 8 | 2025 | |
| 001 | ANACAPA ORTHODONTICS 401(K) PLAN | 401k | $364K | 11 | 2025 |
Retirement plans