Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELVIN C. CHOI, D.D.S., INC.
EIN 94-2676593medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
42
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 42 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
KELVIN C. CHOI, D.D.S., INC. PROFIT SHARING 401K PLAN
401k
Assets$4.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KELVIN C. CHOI, D.D.S., INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.5M
Participants17
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 | KELVIN C. CHOI, D.D.S., INC. PROFIT SHARING 401K PLAN | 401k | $4.1M | 25 | 2024 | |
| 003 | KELVIN C. CHOI, D.D.S., INC. DEFINED BENEFIT PLAN | CashBalance | $1.5M | 17 | 2024 |
Retirement plans