Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
WENDY SHORR, DDS A SOLE PROPRIETORSHIP
EIN 36-3679867Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$983K assets
Welfare
0
Participants
8
9933 LAWLER AVE., SUITE 340 - SKOKIE, IL 60077847-673-8883
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $983K assets / 8 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
WENDY SHORR, DDS CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$519K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WENDY SHORR, DDS PROFIT SHARING PLAN AND TRUST
401k
Assets$463K
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 | WENDY SHORR, DDS CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $519K | 4 | 2025 | |
| 001 | WENDY SHORR, DDS PROFIT SHARING PLAN AND TRUST | 401k | $463K | 4 | 2025 |
Retirement plans