Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $5.4M assets / 30 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCOTT R. SCHLUETER, D.M.D. , M.S., P.C., 401(K) PLAN | 401(k) | $3.4M | 18 | 2025 |
| #002 | SCOTT R. SCHLUETER, D.M.D., M.S., P.C. CASH BALANCE PENSION PLAN | Cash balance | $1.9M | 12 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SCOTT R. SCHLUETER, DMD MS PC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |