Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID S. HUMERICKHOUSE, D.D.S., INC.
EIN 33-0181166Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
12
617 E. TERRACE LANE - TULARE, CA 93274559-688-8069
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 12 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
DAVID S. HUMERICKHOUSE, D.D.S., INC. RETIREMENT PLAN
401k
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID HUMERICKHOUSE, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants7
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 | DAVID S. HUMERICKHOUSE, D.D.S., INC. RETIREMENT PLAN | 401k | $3.1M | 5 | 2024 | |
| 002 | DAVID HUMERICKHOUSE, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $1.3M | 7 | 2024 |
Retirement plans