Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID S. VERSCHUEREN, DMD, MD, PLLC
EIN 26-4217074Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
34
601 SE 117TH AVENUE, SUITE 120 - VANCOUVER, WA 98683360-695-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 34 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
NW ORAL & FACIAL SURGERY CASH BALANCE PENSION PLAN
CashBalance
Assets$3.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NW ORAL & FACIAL SURGERY 401(K) PLAN
401k
Assets$2.0M
Participants15
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 | NW ORAL & FACIAL SURGERY CASH BALANCE PENSION PLAN | CashBalance | $3.4M | 19 | 2025 | |
| 001 | NW ORAL & FACIAL SURGERY 401(K) PLAN | 401k | $2.0M | 15 | 2024 |
Retirement plans