Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN J. PERNA, DDS
EIN 36-3477133Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
15
101 S. OAK PARK AVENUE - OAK PARK, IL 60302708-386-0960
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 15 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
JOHN J. PERNA, DDS EMPLOYEES' PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN J. PERNA, DDS CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants7
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 | JOHN J. PERNA, DDS EMPLOYEES' PROFIT SHARING PLAN | ProfitSharing | $1.6M | 8 | 2024 | |
| 003 | JOHN J. PERNA, DDS CASH BALANCE PLAN | CashBalance | $1.5M | 7 | 2024 |
Retirement plans