Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM M. AERNI, DDS LLC
EIN 26-3907707medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 16 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
WILLIAM M. AERNI, DDS RETIREMENT PLAN
401k
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM M. AERNI, D.D.S., LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$936K
Participants5
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 | WILLIAM M. AERNI, DDS RETIREMENT PLAN | 401k | $2.2M | 11 | 2025 | |
| 002 | WILLIAM M. AERNI, D.D.S., LLC CASH BALANCE PENSION PLAN | CashBalance | $936K | 5 | 2024 |
Retirement plans