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  2. JODY L. WRIGHT, D.D.S., INC.
Sponsor portfolio

JODY L. WRIGHT, D.D.S., INC.

EIN 20-4125844-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
19
50 REMICK BLVD. - SPRINGBORO, OH 45066937-885-2222
Plans on this EIN
2 filings
#001401k-$3.1M - 12 part#002TraditionalDB-$676K - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • DEFINED BENEFIT PLAN (#002)18%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • DEFINED BENEFIT PLAN (#002)7
Total 19Click 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

JODY L. WRIGHT, D.D.S., INC. PROFIT SHARING PLAN

401k

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JODY L. WRIGHT, D.D.S., INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$676K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JODY L. WRIGHT, D.D.S., INC. PROFIT SHARING PLAN401k$3.1M122024
002JODY L. WRIGHT, D.D.S., INC. DEFINED BENEFIT PLANTraditionalDB$676K72024
Retirement plans
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