Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK B. JACOB, D.D.S., M.S., P.C.
EIN 27-4347367Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
27
1893 SHERIDAN ROAD SUITE 311 - HIGHLAND PARK, IL 600352628847-433-2090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M 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#001
MARK B JACOB, D.D.S., M.S. CASH BALANCE PLAN
CashBalance
Assets$4.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARK B JACOB., D.D.S., M.S. 401(K) PLAN
401k
Assets$1.6M
Participants16
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 | MARK B JACOB, D.D.S., M.S. CASH BALANCE PLAN | CashBalance | $4.2M | 11 | 2024 | |
| 002 | MARK B JACOB., D.D.S., M.S. 401(K) PLAN | 401k | $1.6M | 16 | 2024 |
Retirement plans