Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHANNON M. LEWIS, DDS, MS, PC
EIN 20-5020361Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
20
2900 N. KELLY AVE - EDMOND, OK 73003405-330-5095
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 20 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
SHANNON M. LEWIS, DDS, MS, PC 401(K) AND PROFIT SHARING PLAN
401k
Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHANNON M. LEWIS, DDS, MS, PC CASH BALANCE PLAN
CashBalance
Assets$472K
Participants8
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 | SHANNON M. LEWIS, DDS, MS, PC 401(K) AND PROFIT SHARING PLAN | 401k | $1.5M | 12 | 2025 | |
| 002 | SHANNON M. LEWIS, DDS, MS, PC CASH BALANCE PLAN | CashBalance | $472K | 8 | 2025 |
Retirement plans