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  2. JUDITH K SCHMIDT, DDS PC
Sponsor portfolio

JUDITH K SCHMIDT, DDS PC

EIN 26-0217644-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
17
2005 WOODLAND DRIVE - WAHPETON, ND 58075701-640-7656
Plans on this EIN
2 filings
#002CashBalance-$963K - 7 part#001401k-$798K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • PC RETIREMENT PLAN (#001)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JUDITH K SCHMIDT, DDS CASH BALANCE PLAN

CashBalance

Assets$963K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JUDITH K SCHMIDT, DDS PC RETIREMENT PLAN

401k

Assets$798K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JUDITH K SCHMIDT, DDS CASH BALANCE PLANCashBalance$963K72024
001JUDITH K SCHMIDT, DDS PC RETIREMENT PLAN401k$798K102024
Retirement plans
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