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  1. Companies/
  2. AMY S. LODEN DMD, PC
Sponsor portfolio

AMY S. LODEN DMD, PC

EIN 26-1963123-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
33
1267 RUSSELL PARKWAY - WARNER ROBINS, GA 31088478-923-0253
Plans on this EIN
2 filings
#001401k-$1.7M - 19 part#002TraditionalDB-$377K - 14 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DMD, PC 401(K) (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD, PC 401(K) (#001)19
  • CASH BALANCE PLAN (#002)14
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMY S. LODEN, DMD, PC 401(K) PLAN

401k

Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMY S. LODEN DMD, PC CASH BALANCE PLAN

TraditionalDB

Assets$377K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMY S. LODEN, DMD, PC 401(K) PLAN401k$1.7M192025
002AMY S. LODEN DMD, PC CASH BALANCE PLANTraditionalDB$377K142025
Retirement plans
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