Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
JERRY. E. UDELSON, D.D.S., P.C.
EIN 20-8654350Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
56
1125 SOUTH HARLEM AVENUE - FOREST PARK, IL 601302381708-386-5437
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 56 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
JERRY E. UDELSON, D.D.S., P.C. PENSION PLAN
TraditionalDB
Assets$1.6M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JERRY E. UDELSON, D. D. S. , P. C. 401(K) PLAN
401k
Assets$1.5M
Participants28
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 | JERRY E. UDELSON, D.D.S., P.C. PENSION PLAN | TraditionalDB | $1.6M | 28 | 2025 | |
| 002 | JERRY E. UDELSON, D. D. S. , P. C. 401(K) PLAN | 401k | $1.5M | 28 | 2025 |
Retirement plans