Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
JACOB C. LUEDER, D.D.S., M.S., P.L.L.C.
EIN 26-3826639medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 29 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
JACOB C. LUEDER, D.D.S., M.S., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOB C. LUEDER, D.D.S., M.S., P.L.L.C. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$478K
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 | JACOB C. LUEDER, D.D.S., M.S., P.L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $2.2M | 16 | 2024 | |
| 002 | JACOB C. LUEDER, D.D.S., M.S., P.L.L.C. CASH BALANCE PLAN AND TRUST | CashBalance | $478K | 13 | 2024 |
Retirement plans