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  2. KENNETH J. FISCHER, OD, INC
Sponsor portfolio

KENNETH J. FISCHER, OD, INC

EIN 99-0190619-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
17
65-1227 OPELO RD - KAMUELA, HI 96743808-230-4977
Plans on this EIN
2 filings
#002401k-$2.0M - 10 part#003CashBalance-$578K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#002)78%
  • CASH BALANCE PLAN (#003)22%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)10
  • CASH BALANCE PLAN (#003)7
Total 17Click 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

KENNETH J. FISCHER O.D. INC., 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KENNETH J. FISCHER, O.D., INC. CASH BALANCE PLAN

CashBalance

Assets$578K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KENNETH J. FISCHER O.D. INC., 401(K) PROFIT SHARING PLAN401k$2.0M102025
003KENNETH J. FISCHER, O.D., INC. CASH BALANCE PLANCashBalance$578K72025
Retirement plans
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