Assets by plan
Share of aggregate retirement assets
Filings through .
Nathan A. Tolman, DMD, PC
EIN 20-3596459Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
2
21 CASCADE DRIVE - LEBANON, OR 97355541-451-1991
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 2 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NATHAN A. TOLMAN, DMD, PC PROFIT SHARING WITH SAFE HARBOR 401(K)
401(k)
Assets$1.3M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NATHAN A. TOLMAN DMD PC RETIREMENT PLAN
Cash balance
Assets$566K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NATHAN A. TOLMAN, DMD, PC PROFIT SHARING WITH SAFE HARBOR 401(K) | 401(k) | $1.3M | 1 | 2024 |
| #002 | NATHAN A. TOLMAN DMD PC RETIREMENT PLAN | Cash balance | $566K | 1 | 2024 |
- #001 · 401(k) · 20241
- #002 · Cash balance · 20241
Retirement plans