Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEEP SMILING DENTAL GROUP, DR. PALM, LLC
EIN 84-4567403Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$8.1M assets
Welfare
1
Participants
76
4090 INDIAN RIPPLE ROAD, SUITE 101 - BEAVERCREEK, OH 45440937-426-5340
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 61 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
KEEP SMILING DENTAL GROUP, DR. PALM, LLC PROFIT SHARING PLAN
401k
Assets$4.6M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEEP SMILING DENTAL GROUP, DRS. RODDY & PALM, LLC CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KEEP SMILING DENTAL GROUP DR PALM LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEEP SMILING DENTAL GROUP, DR. PALM, LLC PROFIT SHARING PLAN | 401k | $4.6M | 35 | 2025 | |
| 002 | KEEP SMILING DENTAL GROUP, DRS. RODDY & PALM, LLC CASH BALANCE PLAN | CashBalance | $3.4M | 26 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEEP SMILING DENTAL GROUP DR PALM LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans