Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL J. TERRERY DENTISTY, P.C.
EIN 23-2966521Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 26 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
MICHAEL TERRERY DENTISTRY, P.C. CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL TERRERY DENTISTRY, P.C. PROFIT SHARING PLAN
401k
Assets$3.1M
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 | MICHAEL TERRERY DENTISTRY, P.C. CASH BALANCE PLAN | CashBalance | $3.4M | 11 | 2024 | |
| 001 | MICHAEL TERRERY DENTISTRY, P.C. PROFIT SHARING PLAN | 401k | $3.1M | 15 | 2024 |
Retirement plans