Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLAYTON L. OWEN, D.D.S., PLLC
EIN 20-0647278Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
32
1306 SOUTH PINE STREET - CABOT, AR 72023501-941-4169
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 32 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
CLAYTON L. OWEN, D.D.S., PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLAYTON L. OWEN, D.D.S., PLLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants15
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 | CLAYTON L. OWEN, D.D.S., PLLC 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 17 | 2024 | |
| 002 | CLAYTON L. OWEN, D.D.S., PLLC CASH BALANCE PLAN | CashBalance | $1.3M | 15 | 2024 |
Retirement plans