Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHPOLE DENTAL, P.C.
EIN 20-8250764Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
9700 ORMSBY STATION ROAD - LOUISVILLE, KY 40223404-325-5440
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 25 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
ASHPOLE DENTAL, P. C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASHPOLE DENTAL, P.C. 401(K) PLAN
401k
Assets$1.1M
Participants15
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 | ASHPOLE DENTAL, P. C. CASH BALANCE PLAN | CashBalance | $1.3M | 10 | 2024 | |
| 001 | ASHPOLE DENTAL, P.C. 401(K) PLAN | 401k | $1.1M | 15 | 2024 |
Retirement plans