Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. GERALD F. JOHNSON, DDS, INC.
EIN 26-1660903Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
25
6499 MASON MONTGOMERY ROAD, SUITE A - MASON, OH 45040513-289-7120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 25 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
GERALD F. JOHNSON, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$718K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. GERALD F. JOHNSON DDS, INC. RETIREMENT PLAN
401k
Assets$419K
Participants15
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 | GERALD F. JOHNSON, DDS, INC. CASH BALANCE PLAN | CashBalance | $718K | 10 | 2024 | |
| 001 | DR. GERALD F. JOHNSON DDS, INC. RETIREMENT PLAN | 401k | $419K | 15 | 2024 |
Retirement plans