Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRAVIS Q. HARSHMAN, DDS, PC
EIN 20-1903416Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
26
1978 SOUTH STATE RD. - IONIA, MI 48846616-527-0030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 26 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
TRAVIS Q. HARSHMAN, DDS, PC 401K PROFIT SHARING PLAN
401k
Assets$3.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRAVIS Q. HARSHMAN, DDS, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants10
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 | TRAVIS Q. HARSHMAN, DDS, PC 401K PROFIT SHARING PLAN | 401k | $3.9M | 16 | 2025 | |
| 002 | TRAVIS Q. HARSHMAN, DDS, PC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 10 | 2025 |
Retirement plans