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Sponsor portfolio

ADAM C. HAHN, D.M.D., P.A.

EIN 20-4067516-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
11
690 A COLUMBIANA DRIVE - COLUMBIA, SC 29212803-781-9090
Plans on this EIN
2 filings
#001401k-$1.7M - 6 part#002CashBalance-$747K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMILE COLUMBIA RETIREMENT PLAN & TRUST

401k

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMILE COLUMBIA CASH BALANCE PLAN

CashBalance

Assets$747K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMILE COLUMBIA RETIREMENT PLAN & TRUST401k$1.7M62024
002SMILE COLUMBIA CASH BALANCE PLANCashBalance$747K52024
Retirement plans
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