Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY J TWOHIG, DDS, SC
EIN 39-1770009Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
32
52 S MARR ST - FOND DU LAC, WI 549354337920-923-2100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 32 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 J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY J. TWOHIG, DDS, SC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants15
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 J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 17 | 2025 | |
| 002 | JEFFREY J. TWOHIG, DDS, SC CASH BALANCE PLAN | CashBalance | $2.6M | 15 | 2025 |
Retirement plans