Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRUCE W. OVERTON, DDS, PC
EIN 20-5061358Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
24
6037 HARBOUR PARK DRIVE - MIDLOTHIAN, VA 23112804-744-3636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 24 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
BRUCE W. OVERTON, DDS, PC EMPLOYEES' RETIREMENT PLAN
401k
Assets$3.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants11
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 | BRUCE W. OVERTON, DDS, PC EMPLOYEES' RETIREMENT PLAN | 401k | $3.8M | 13 | 2025 | |
| 002 | BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 11 | 2025 |
Retirement plans