Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
JON A. SAADEY, DDS, LTD
EIN 34-1968578medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
3620 STUTZ DRIVE - CANFIELD, OH 44406330-533-6688saadeydds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 20 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
JON A. SAADEY, DDS, LTD CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JON A. SAADEY, DDS, LTD 401(K) PLAN
401k
Assets$907K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JON A. SAADEY, DDS, LTD CASH BALANCE PLAN | CashBalance | $1.2M | 9 | 2025 | |
| 001 | JON A. SAADEY, DDS, LTD 401(K) PLAN | 401k | $907K | 11 | 2025 |
Retirement plans