Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
JASON S. ANNAN, DDS, LLC
EIN 26-2615124Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
22
1401 STUART ENGALS BLVD. - MT. PLEASANT, SC 29464843-884-7200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 22 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#001
JASON S. ANNAN, DDS LLC 401(K) PLAN
401k
Assets$3.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JASON S. ANNAN, DDS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JASON S. ANNAN, DDS LLC 401(K) PLAN | 401k | $3.0M | 13 | 2024 | |
| 002 | JASON S. ANNAN, DDS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 9 | 2024 |
Retirement plans