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  2. EDWARDS & CHOI, D.D.S.
Sponsor portfolio

EDWARDS & CHOI, D.D.S.

EIN 27-4520289-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
614 E. ALDER STREET, SUITE 3 - WALLA WALLA, WA 99362509-526-7012
Plans on this EIN
2 filings
#001TraditionalDB-$534K - 3 part#002401k-$501K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • DEFINED BENEFIT PLAN (#001)52%
  • PROFIT SHARING PLAN (#002)48%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PLAN (#001)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HERBERT C. EDWARDS, D.D.S., PLLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$534K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERBERT C. EDWARDS, D.D.S., PLLC PROFIT SHARING PLAN

401k

Assets$501K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HERBERT C. EDWARDS, D.D.S., PLLC DEFINED BENEFIT PLANTraditionalDB$534K32025
002HERBERT C. EDWARDS, D.D.S., PLLC PROFIT SHARING PLAN401k$501K52025
Retirement plans
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