Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL P. HEFFERNAN DDS
EIN 31-1000473Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
6040 HARRISON AVE - CINCINNATI, OH 452481608513-574-7503
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 11 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#002
DANIEL P. HEFFERNAN DDS PROFIT SHARING PLAN
401k
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DANIEL P. HEFFERNAN DDS PENSION PLAN
MoneyPurchase
Assets$136K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL P. HEFFERNAN DDS PROFIT SHARING PLAN | 401k | $2.6M | 8 | 2025 | |
| 003 | DANIEL P. HEFFERNAN DDS PENSION PLAN | MoneyPurchase | $136K | 3 | 2025 |
Retirement plans