Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEE H AKIN DDS PLLC
EIN 27-4061381medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
17
1 RIVERVIEW DRIVE - POTSDAM, NY 13676315-265-2896northcountryoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 17 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#001
LEE H AKIN DDS PLLC 401K PROFIT SHARING PLAN
401k
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEE H AKIN DDS PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$428K
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 | |
|---|---|---|---|---|---|---|
| 001 | LEE H AKIN DDS PLLC 401K PROFIT SHARING PLAN | 401k | $1.5M | 9 | 2024 | |
| 002 | LEE H AKIN DDS PLLC CASH BALANCE PENSION PLAN | CashBalance | $428K | 8 | 2024 |
Retirement plans