Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
DANIEL FREEMAN, D.D.S.
EIN 04-3755468Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
28
2567 APPLING ROAD - MEMPHIS, TN 38133901-383-7337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 28 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
DANIEL FREEMAN, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FREEMAN PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$322K
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 | DANIEL FREEMAN, DDS 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 16 | 2024 | |
| 002 | FREEMAN PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $322K | 12 | 2024 |
Retirement plans