Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STACY PAUL STE. MARIE, DDS
EIN 20-1289246Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
51
113 RUE FONTAINE - LAFAYETTE, LA 70508337-233-2277
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 51 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
DRS. JACOBS & STE. MARIE 401K PROFIT SHARING PLAN
401k
Assets$3.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
STACY PAUL STE. MARIE DDS CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants21
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 | DRS. JACOBS & STE. MARIE 401K PROFIT SHARING PLAN | 401k | $3.8M | 30 | 2025 | |
| 003 | STACY PAUL STE. MARIE DDS CASH BALANCE PLAN | CashBalance | $2.4M | 21 | 2025 |
Retirement plans