Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D. MARK BEAVERS, DDS, LLC
EIN 20-8193737medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 15 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#002
D. MARK BEAVERS, DDS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$724K
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 | |
|---|---|---|---|---|---|---|
| 002 | D. MARK BEAVERS, DDS, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 8 | 2024 | |
| 003 | D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN | CashBalance | $724K | 7 | 2024 |
Retirement plans