Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD THOMAS HALE II, D.D.S., P.A.
EIN 20-3163855Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
9
1136 W 15TH STREET - OTTAWA, KS 66067785-242-1800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 9 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#003
RICHARD T. HALE, II, DDS, PA CASH BALANCE PENSION PLAN
CashBalance
Assets$880K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD T. HALE, II, DDS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$310K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RICHARD T. HALE, II, DDS, PA CASH BALANCE PENSION PLAN | CashBalance | $880K | 3 | 2024 | |
| 002 | RICHARD T. HALE, II, DDS, PA 401(K) PROFIT SHARING PLAN | 401k | $310K | 6 | 2025 |
Retirement plans