Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.6M assets / 9 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.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | RICHARD T. HALE, II, DDS, PA CASH BALANCE PENSION PLAN | Cash balance | $1.3M | 3 | 2025 |
| #002 | RICHARD T. HALE, II, DDS, PA 401(K) PROFIT SHARING PLAN | 401(k) | $310K | 6 | 2025 |