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  2. JASON M. GRINTER, DDS, PC
Sponsor portfolio

JASON M. GRINTER, DDS, PC

EIN 27-1753284-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
22
555 N COURT ST, #100 - ROCKFORD, IL 61103810-923-2867
Plans on this EIN
2 filings
#001401k-$984K - 11 part#002CashBalance-$853K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PC RETIREMENT PLAN (#001)54%
  • PLAN AND TRUST (#002)46%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)11
  • PLAN AND TRUST (#002)11
Total 22Click row to drill in

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 M. GRINTER, DDS, PC RETIREMENT PLAN

401k

Assets$984K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JASON M. GRINTER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$853K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JASON M. GRINTER, DDS, PC RETIREMENT PLAN401k$984K112024
002JASON M. GRINTER, D.D.S., P.C. CASH BALANCE PLAN AND TRUSTCashBalance$853K112024
Retirement plans
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