Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD K. HOLLY, D.D.S.
EIN 33-0124739Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 18 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
EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$5.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EDWARD K. HOLLY, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$3.7M
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 | EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $5.4M | 9 | 2025 | |
| 003 | EDWARD K. HOLLY, D.D.S. CASH BALANCE PLAN | CashBalance | $3.7M | 9 | 2025 |
Retirement plans