Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULIE LAVERDIERE-BECK D.D.S, LTD.
EIN 20-8494092Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
18
2614 PATRIOT BOULEVARD, SUITE B - GLENVIEW, IL 60026847-505-9992
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 18 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
JULIE LAVERDIERE-BECK PROFIT SHARING PLAN
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JULIE LAVERDIERE-BECK, D.D.S., LTD. CASH BALANCE PLAN
CashBalance
Assets$614K
Participants8
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 | JULIE LAVERDIERE-BECK PROFIT SHARING PLAN | 401k | $2.4M | 10 | 2025 | |
| 002 | JULIE LAVERDIERE-BECK, D.D.S., LTD. CASH BALANCE PLAN | CashBalance | $614K | 8 | 2024 |
Retirement plans