PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BA & WE TRUMMER, DDS LLC
Sponsor portfolio

BA & WE TRUMMER, DDS LLC

EIN 30-0330667-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
16
1180 HIGH STREET - HANOVER, PA 17331717-632-6565
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 8 part#001401k-$2.7M - 8 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • D.D.S., LLC 401(K) (#001)49%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • D.D.S., LLC 401(K) (#001)8
Total 16Click 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#002

BA & WE TRUMMER, D.D.S., LLC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BA & WE TRUMMER, D.D.S., LLC 401(K) PLAN

401k

Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BA & WE TRUMMER, D.D.S., LLC CASH BALANCE PLANCashBalance$2.8M82024
001BA & WE TRUMMER, D.D.S., LLC 401(K) PLAN401k$2.7M82025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica