Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
PAUL E. PETSCHE, D.M.D., M.S., P.A.
EIN 14-1903689Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
7
1701 SE 28TH LOOP - OCALA, FL 34471352-732-6006
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 7 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
PAUL E. PETSCHE, D. M. D. , M. S. , P. A. 401(K) PLAN
401k
Assets$1.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PAUL E. PETSCHE, D.M.D., M.S., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$591K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PAUL E. PETSCHE, D. M. D. , M. S. , P. A. 401(K) PLAN | 401k | $1.7M | 5 | 2025 | |
| 002 | PAUL E. PETSCHE, D.M.D., M.S., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $591K | 2 | 2025 |
Retirement plans