Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
STEVEN L. HATCHER, DDS, PA
EIN 26-1286599Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 39 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
TRIAD DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$2.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TRIAD DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
Participants17
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 | TRIAD DENTISTRY RETIREMENT PLAN & TRUST | 401k | $2.0M | 22 | 2024 | |
| 002 | TRIAD DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 17 | 2024 |
Retirement plans