Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R.D. JACKSON III, DDS, LLC
EIN 26-3739365Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
25
1400 METRO DRIVE - ALEXANDRIA, LA 71301318-487-0075
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M 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#001
R.D. JACKSON III, DDS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R.D. JACKSON III, DDS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants11
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 | R.D. JACKSON III, DDS, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 14 | 2024 | |
| 002 | R.D. JACKSON III, DDS, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 11 | 2024 |
Retirement plans