Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TERRY LEE WHEELER, D.D.S.
EIN 33-0105906Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
25
23560 MADISON STREET, SUITE 214 - TORRANCE, CA 90505310-539-8616
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 25 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
TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$7.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$475K
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 | |
|---|---|---|---|---|---|---|
| 002 | TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $7.0M | 16 | 2025 | |
| 003 | TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $475K | 9 | 2025 |
Retirement plans