Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.6M assets / 16 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JUDITH K SCHMIDT, DDS CASH BALANCE PLAN | Cash balance | $1.2M | 7 | 2025 |
| #001 | JUDITH K SCHMIDT, DDS PC RETIREMENT PLAN | 401(k) | $419K | 9 | 2025 |