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Sponsor portfolio

JOLANDA M. WARREN, D.M.D., P.C.

EIN 38-3659540-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$112K assets
Welfare
0
Participants
4
3098 PIEDMONT ROAD, SUITE 100 - ATLANTA, GA 30319404-477-3060
Plans on this EIN
2 filings
#002CashBalance-$103K - 2 part#001401k-$9K - 2 part

Retirement portfolio analytics

2 plans aggregated / $112K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • CASH BALANCE PLAN (#002)92%
  • WARREN DMD 401(K) (#001)8%
Total $112KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • WARREN DMD 401(K) (#001)2
Total 4Click 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#002

JOLANDA WARREN DMD CASH BALANCE PLAN

CashBalance

Assets$103K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOLANDA WARREN DMD 401(K) PLAN

401k

Assets$9K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOLANDA WARREN DMD CASH BALANCE PLANCashBalance$103K22025
001JOLANDA WARREN DMD 401(K) PLAN401k$9K22025
Retirement plans
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