Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAN DRYE, DMD, MS, LLC
EIN 26-3436661Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
5717 TONYAWATHA TRAIL - MONONA, WI 53716262-657-2060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 18 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
DAN DRYE DMD MS LLC 401K PROFIT SHARING PLAN
401k
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAN DRYE DMD, MS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants13
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 | DAN DRYE DMD MS LLC 401K PROFIT SHARING PLAN | 401k | $1.5M | 5 | 2025 | |
| 002 | DAN DRYE DMD, MS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 13 | 2024 |
Retirement plans