Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
ALEXANDER KIM, DDS, MD, LLC
EIN 86-1195204management consultingLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
11
2222 E. HIGHLAND, SUITE 320 - PHOENIX, AZ 85016602-956-9560thealexanderfirm.orgLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 11 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
ALEXANDER KIM DEFINED BENEFIT PLAN
CashBalance
Assets$830K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEXANDER KIM DDS MD 401 K PLAN
401k
Assets$200K
Participants6
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 | ALEXANDER KIM DEFINED BENEFIT PLAN | CashBalance | $830K | 5 | 2024 | |
| 001 | ALEXANDER KIM DDS MD 401 K PLAN | 401k | $200K | 6 | 2024 |
Retirement plans