Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATHAN M. DOWNEY, D.D.S., M.S., INC.
EIN 02-0750176Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
24
1060 WEST WOOSTER - BOWLING GREEN, OH 43402419-575-6120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 24 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
NATHAN M. DOWNEY, D.D.S., M.S., INC. EMPLOYEES PROFIT SHARING PLAN
401k
Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATHAN DOWNEY DDS CASH BALANCE PLAN
CashBalance
Assets$49K
Participants12
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 | NATHAN M. DOWNEY, D.D.S., M.S., INC. EMPLOYEES PROFIT SHARING PLAN | 401k | $1.9M | 12 | 2024 | |
| 002 | NATHAN DOWNEY DDS CASH BALANCE PLAN | CashBalance | $49K | 12 | 2024 |
Retirement plans