Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES T. WOLFE, D.D.S., M.S.D., P.C.
EIN 35-2047740Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
16
2705 S. BERKLEY ROAD, SUITE 4A - KOKOMO, IN 46902765-453-2619
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 16 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
JAMES T. WOLFE, DDS, MSD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$4.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$664K
Participants6
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 | JAMES T. WOLFE, DDS, MSD, PC 401(K) PROFIT SHARING PLAN | 401k | $4.8M | 10 | 2025 | |
| 002 | JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN | CashBalance | $664K | 6 | 2025 |
Retirement plans