Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
MORGAN & LEMKE D.D.S.,M.S., INC.
EIN 34-1777617Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
47
6505 ROCKSIDE ROAD, SUITE 310 - INDEPENDENCE, OH 44131216-642-9111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 47 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
MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 26 | 2025 | |
| 002 | MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.4M | 21 | 2024 |
Retirement plans