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  2. LELAND C. WILHOITE, DDS, PC
Sponsor portfolio

LELAND C. WILHOITE, DDS, PC

EIN 35-2023226-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
29
2623 WEST JACKSON STREET - MUNCIE, IN 47303765-289-6373wilhoitefamilydental.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$2.9M - 17 part#002CashBalance-$1.7M - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LELAND C. WILHOITE, DDS , PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LELAND C. WILHOITE, DDS, PC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LELAND C. WILHOITE, DDS , PC EMPLOYEES' 401(K) PROFIT SHARING PLAN401k$2.9M172024
002LELAND C. WILHOITE, DDS, PC CASH BALANCE PLANCashBalance$1.7M122024
Retirement plans
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