Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHAWN ECKSTROM, D.D.S., P.C.
EIN 20-5839982medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M 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
SHAWN ECKSTROM, D.D.S., P.C. 401(K) PLAN
401k
Assets$2.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAWN ECKSTROM, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$895K
Participants7
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 | SHAWN ECKSTROM, D.D.S., P.C. 401(K) PLAN | 401k | $2.5M | 17 | 2024 | |
| 002 | SHAWN ECKSTROM, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $895K | 7 | 2024 |
Retirement plans