Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.6M assets / 7 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PADGETT, D. D. S. , L. L. C. CASH BALANCE PLAN | Cash balance | $3.2M | 3 | 2024 |
| #003 | PADGETT DDS LLC 401(K) PROFIT SHARING PLAN | 401(k) | $1.4M | 4 | 2024 |