Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
STEPHEN M. SHERWOOD DDS, PLLC
EIN 30-0169824Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
22
6500 MOPAC EXPY STE 2206 - AUSTIN, TX 787313282512-454-6936
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 22 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
STEPHEN M. SHERWOOD DDS, PLLC 401(K)PLAN
401k
Assets$3.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN M. SHERWOOD, DDS, PLLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$363K
Participants9
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 | STEPHEN M. SHERWOOD DDS, PLLC 401(K)PLAN | 401k | $3.2M | 13 | 2024 | |
| 002 | STEPHEN M. SHERWOOD, DDS, PLLC CASH BALANCE PLAN & TRUST | CashBalance | $363K | 9 | 2024 |
Retirement plans