Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD NUWEY, D.D.S., INC.
EIN 27-2114143medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
14
1808 N. NICOLETTE AVENUE - CLOVIS, CA 93619916-799-8826trunkeydental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 14 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#003
DONALD NUWEY, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DONALD NUWEY, D.D.S., INC. 401(K) PLAN
401k
Assets$971K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DONALD NUWEY, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2024 | |
| 001 | DONALD NUWEY, D.D.S., INC. 401(K) PLAN | 401k | $971K | 8 | 2024 |
Retirement plans