Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
DAN BLUE, DDS, MS, PC
EIN 01-0744309Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
21
224 W SAN JUAN AVENUE - PHOENIX, AZ 85013602-677-5339
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 21 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
DAN BLUE, DDS, MS, PC 401K PLAN
401k
Assets$724K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAN BLUE, DDS, MS, PC CASH BALANCE PLAN
CashBalance
Assets$287K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAN BLUE, DDS, MS, PC 401K PLAN | 401k | $724K | 14 | 2024 | |
| 002 | DAN BLUE, DDS, MS, PC CASH BALANCE PLAN | CashBalance | $287K | 7 | 2024 |
Retirement plans