Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPENCER G. WILSON, DDS, PC
EIN 20-3045376Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
25
758 W. KINGBIRD DR. - CHANDLER, AZ 85286480-279-5949
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 25 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
SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPENCER G. WILSON, DDS, PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants16
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 | SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 9 | 2024 | |
| 001 | SPENCER G. WILSON, DDS, PC 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 16 | 2024 |
Retirement plans