Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATHAN A. TOLMAN, DMD, PC
EIN 20-3596459Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
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 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
NATHAN A. TOLMAN, DMD, PC PROFIT SHARING WITH SAFE HARBOR 401(K)
401k
Assets$1.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATHAN A. TOLMAN DMD PC RETIREMENT PLAN
CashBalance
Assets$566K
Participants1
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 | NATHAN A. TOLMAN, DMD, PC PROFIT SHARING WITH SAFE HARBOR 401(K) | 401k | $1.3M | 1 | 2024 | |
| 002 | NATHAN A. TOLMAN DMD PC RETIREMENT PLAN | CashBalance | $566K | 1 | 2024 |
Retirement plans