Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS
EIN 20-0672105Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
16
8729 US 42, SUITE A - FLORENCE, KY 410428533859-647-0006
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 16 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
J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$2.6M
Participants7
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 | J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.7M | 9 | 2024 | |
| 002 | J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS CASH BALANCE PENSION PLAN | CashBalance | $2.6M | 7 | 2024 |
Retirement plans