Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
DEVIN J. OKAY, D.D.S., P.C.
EIN 20-0442038Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 19 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#002
DEVIN J. OKAY, D.D.S., P.C. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEVIN J. OKAY, D.D.S., P.C. INCENTIVE SAVINGS PLAN AND TRUST
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEVIN J. OKAY, D.D.S., P.C. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $2.9M | 8 | 2024 | |
| 001 | DEVIN J. OKAY, D.D.S., P.C. INCENTIVE SAVINGS PLAN AND TRUST | 401k | $1.1M | 11 | 2024 |
Retirement plans