Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRUCE E. SMITH, DDS, LLC
EIN 30-0773836medical practiceLatest filing 2024
Plans
3
Retirement
3
$9.9M assets
Welfare
0
Participants
38
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.9M assets / 38 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
BRUCE E. SMITH, DDS, LLC 401(K) PLAN
401k
Assets$4.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRUCE E. SMITH, DDS, LLC 401(K) PLAN
401k
Assets$4.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BRUCE E. SMITH, DDS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRUCE E. SMITH, DDS, LLC 401(K) PLAN | 401k | $4.1M | 13 | 2024 | |
| 002 | BRUCE E. SMITH, DDS, LLC 401(K) PLAN | 401k | $4.1M | 13 | 2024 | |
| 003 | BRUCE E. SMITH, DDS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 12 | 2024 |
Retirement plans