Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
PAUL M. HALGREN, D.D.S., M.S.D., P.L.L.C.
EIN 20-2318625Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
24
1711 EAST DIVISION, SUITE A - MOUNT VERNON, WA 98274360-336-3436
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 24 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
PAUL M. HALGREN, DDS, MSD, PLLC 401K PLAN
401k
Assets$2.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL M. HALGREN, D.D.S., M.S.D., P.L.L.C. CASH BALANCE PLAN & TRUST
CashBalance
Assets$122K
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 | PAUL M. HALGREN, DDS, MSD, PLLC 401K PLAN | 401k | $2.1M | 14 | 2025 | |
| 002 | PAUL M. HALGREN, D.D.S., M.S.D., P.L.L.C. CASH BALANCE PLAN & TRUST | CashBalance | $122K | 10 | 2024 |
Retirement plans