Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVE D. SHUFFLEBARGER, DDS
EIN 26-1745322medical practiceLatest filing 2025
Plans
3
Retirement
2
$7.1M assets
Welfare
1
Participants
47
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 41 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#003
SDSDDS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SDSDDS, LLC 401(K) PLAN
401k
Assets$3.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEVE D. SHUFFLEBARGER, DDS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SDSDDS, LLC CASH BALANCE PENSION PLAN | CashBalance | $4.0M | 14 | 2024 | |
| 002 | SDSDDS, LLC 401(K) PLAN | 401k | $3.1M | 27 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEVE D. SHUFFLEBARGER, DDS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans