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  2. DR. LAURA J. DONLAN, DDS, PC
Sponsor portfolio

DR. LAURA J. DONLAN, DDS, PC

EIN 37-1363960-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
31
7314 N. WILLOWLAKE CT., STE. D - PEORIA, IL 61614309-692-0175
Plans on this EIN
2 filings
#001401k-$2.8M - 16 part#002CashBalance-$1.4M - 15 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DDS, PC 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, PC 401(K) (#001)16
  • CASH BALANCE PLAN (#002)15
Total 31Click 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

DR. LAURA J. DONLAN, DDS, PC 401(K) PLAN

401k

Assets$2.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DR. LAURA J. DONLAN, DDS, PC CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DR. LAURA J. DONLAN, DDS, PC 401(K) PLAN401k$2.8M162024
002DR. LAURA J. DONLAN, DDS, PC CASH BALANCE PLANCashBalance$1.4M152024
Retirement plans
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