Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.1M assets / 24 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KENNETH M COX DDS RETIREMENT PLAN | Cash balance | $1.0M | 10 | 2024 |
| #001 | KENNETH M COX DDS PROFIT SHARING PLAN | Profit-sharing | $116K | 14 | 2024 |