Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
PAUL W. JONES, DDS, PA
EIN 27-3581969Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
27
1001 CODY AVENUE - HAYS, KS 67601785-625-7369
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 27 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
PAUL W. JONES, DDS, PA CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL W. JONES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$868K
Participants15
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 | PAUL W. JONES, DDS, PA CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.5M | 12 | 2025 | |
| 002 | PAUL W. JONES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $868K | 15 | 2025 |
Retirement plans