Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S. MICHAEL LODEN, DMD, PC
EIN 20-8167979Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 17 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
S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
S. MICHAEL LODEN, DMD, PC CASH BALANCE PLAN
TraditionalDB
Assets$332K
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 | S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 10 | 2024 | |
| 002 | S. MICHAEL LODEN, DMD, PC CASH BALANCE PLAN | TraditionalDB | $332K | 7 | 2024 |
Retirement plans