Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON T. HERRING, D.D.S, M.S., P.L.L.C.
EIN 26-3919094Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
21
322 10TH AVENUE DRIVE NE - HICKORY, NC 28601828-324-4535
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 21 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 HERRING ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JASON HERRING ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$301K
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 HERRING ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 12 | 2024 | |
| 002 | JASON HERRING ORTHODONTICS CASH BALANCE PLAN | CashBalance | $301K | 9 | 2024 |
Retirement plans