Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN R. DOTTER, D.M.D., P.C.
EIN 26-1403674Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
13
1679 CROOKED OAK DRIVE - LANCASTER, PA 17601717-569-0474
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 13 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
STEVEN R. DOTTER, D.M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN R. DOTTER, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants10
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 | STEVEN R. DOTTER, D.M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.8M | 3 | 2024 | |
| 001 | STEVEN R. DOTTER, D.M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 10 | 2024 |
Retirement plans