Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
JOHN R. PHELPS, DDS, PC
EIN 35-2066329Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
8902 N. MERIDIAN STREET, SUITE 139 - INDIANAPOLIS, IN 46260317-818-9858
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 7 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
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN R. PHELPS, DDS, PC 401(K) PLAN
401k
Assets$667K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 3 | 2025 | |
| 001 | JOHN R. PHELPS, DDS, PC 401(K) PLAN | 401k | $667K | 4 | 2025 |
Retirement plans