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Sponsor portfolio

DONALD A. WENNERSTEN, D.D.S., P.C.

EIN 38-2997076-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
25
2300 HIGHLAND ROAD - ANN ARBOR, MI 48104734-972-1847wennerstendental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 15 part#002CashBalance-$849K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • D. S. 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • D. S. 401(K) (#001)15
  • CASH BALANCE PLAN (#002)10
Total 25Click 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

DONALD A. WENNERSTEN, D. D. S. 401(K) PLAN

401k

Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DONALD A. WENNERSTEN, D.D.S. CASH BALANCE PLAN

CashBalance

Assets$849K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DONALD A. WENNERSTEN, D. D. S. 401(K) PLAN401k$1.1M152025
002DONALD A. WENNERSTEN, D.D.S. CASH BALANCE PLANCashBalance$849K102024
Retirement plans
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