Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
JULIE M THOMAS, DDS, LLC
EIN 20-0095319Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
47
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 47 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
JULIE M THOMAS, DDS, LLC 401K PLAN
401k
Assets$3.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
JULIE M THOMAS DDS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants15
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 | JULIE M THOMAS, DDS, LLC 401K PLAN | 401k | $3.2M | 32 | 2025 | |
| 003 | JULIE M THOMAS DDS CASH BALANCE PLAN | CashBalance | $1.2M | 15 | 2025 |
Retirement plans