Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
MILLS & SHANNON DMD PC
EIN 26-1644766Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 27 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
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MILLS & SHANNON DMD PC 401(K) PLAN
401k
Assets$2.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN | CashBalance | $4.7M | 13 | 2025 | |
| 001 | MILLS & SHANNON DMD PC 401(K) PLAN | 401k | $2.1M | 14 | 2025 |
Retirement plans