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Sponsor portfolio

ROBERT L. LOUDERMILK, DDS, P.C.

EIN 20-5477419-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
29
226 W. HISTORIC 8TH STREET - ANDERSON, IN 46016765-642-2900loudermilkdental.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 16 part#002CashBalance-$1.2M - 13 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • DDS, P.C. 401(K) (#001)68%
  • CASH BALANCE PENSION (#002)32%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, P.C. 401(K) (#001)16
  • CASH BALANCE PENSION (#002)13
Total 29Click 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

ROBERT L. LOUDERMILK, DDS, P.C. 401(K) PLAN

401k

Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERT L. LOUDERMILK, DDS, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT L. LOUDERMILK, DDS, P.C. 401(K) PLAN401k$2.5M162024
002ROBERT L. LOUDERMILK, DDS, P.C. CASH BALANCE PENSION PLANCashBalance$1.2M132024
Retirement plans
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