Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY M. LAUTZ, D.M.D.
EIN 37-1390894Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
23
321 N. BELLWOOD - EAST ALTON, IL 62024618-258-0028
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 23 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
JEFFREY M. LAUTZ, D.M.D. 401(K) PLAN
401k
Assets$2.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY M. LAUTZ, D.M.D. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants10
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 | JEFFREY M. LAUTZ, D.M.D. 401(K) PLAN | 401k | $2.8M | 13 | 2025 | |
| 002 | JEFFREY M. LAUTZ, D.M.D. CASH BALANCE PLAN | CashBalance | $1.5M | 10 | 2025 |
Retirement plans