Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
MICHAEL J DOHERTY DDS LLC DBA
EIN 26-4061096Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
26
460 MURPHY RD. - MEDFORD, OR 97504541-776-0050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 26 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#002
ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC 401(K) PLAN
401k
Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC CASH BALANCE PLAN | CashBalance | $1.8M | 12 | 2024 | |
| 001 | ROGUE VALLEY ORAL & MAXILLOFACIAL SURGERY PC 401(K) PLAN | 401k | $1.1M | 14 | 2024 |
Retirement plans