Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. JASON J. HEHR, D.M.D., L.L.C.
EIN 27-0871550Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
30
5401 NETHERBY LANE, SUITE 500 - NORTH CHARLESTON, SC 294207363843-767-3310
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 30 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
R. JASON J. HEHR, D.M.D., L.L.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R. JASON J. HEHR, D.M.D., L.L.C. PENSION PLAN
CashBalance
Assets$621K
Participants16
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 | R. JASON J. HEHR, D.M.D., L.L.C. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 14 | 2024 | |
| 002 | R. JASON J. HEHR, D.M.D., L.L.C. PENSION PLAN | CashBalance | $621K | 16 | 2024 |
Retirement plans