Assets by plan
Share of aggregate retirement assets
Filings through .
Michael Wheatley, D.D.S., P.C.
EIN 27-3333553Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Health & Benefits
0
Participants
12
2928 HAMILTON BLVD., SUITE 101 - SIOUX CITY, IA 51104406-217-5183
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 12 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MICHAEL WHEATLEY DDS PC 401(K) P/S PLAN
401(k)
Assets$2.2M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MICHAEL WHEATLEY DDS PC CASH BALANCE PLAN
Cash balance
Assets$401K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MICHAEL WHEATLEY DDS PC 401(K) P/S PLAN | 401(k) | $2.2M | 6 | 2025 |
| #002 | MICHAEL WHEATLEY DDS PC CASH BALANCE PLAN | Cash balance | $401K | 6 | 2025 |
- #001 · 401(k) · 20256
- #002 · Cash balance · 20256
Retirement plans