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Sponsor portfolio

EDWARD KIM DENTAL GROUP

EIN 91-2165338-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$110K assets
Welfare
0
Participants
8
2685 COCHRAN ST. - SIMI VALLEY, CA 93065805-300-1457
Plans on this EIN
2 filings
#002CashBalance-$108K - 4 part#001401k-$2K - 4 part

Retirement portfolio analytics

2 plans aggregated / $110K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DENTAL GROUP PENSION (#002)98%
  • GROUP RETIREMENT PLAN (#001)2%
Total $110KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL GROUP PENSION (#002)4
  • GROUP RETIREMENT PLAN (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EDWARD KIM DENTAL GROUP PENSION PLAN

CashBalance

Assets$108K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EDWARD KIM DENTAL GROUP RETIREMENT PLAN

401k

Assets$2K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EDWARD KIM DENTAL GROUP PENSION PLANCashBalance$108K42024
001EDWARD KIM DENTAL GROUP RETIREMENT PLAN401k$2K42024
Retirement plans
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