Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
JAY E. BALASZ, D.D.S.
EIN 38-3145606medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
19
707 BRIDGE STREET - CHARLEVOIX, MI 49720231-547-2377balaszdental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 19 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
JAY BALASZ, D.D.S., EMPLOYEE PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$670K
Participants9
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 | JAY BALASZ, D.D.S., EMPLOYEE PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.5M | 10 | 2024 | |
| 002 | JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $670K | 9 | 2024 |
Retirement plans