Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES PATRICK HENRY
EIN 42-1166166Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$194K assets
Welfare
0
Participants
3
PO BOX 299 - OSSIAN, IA 521610299563-532-9860
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $194K assets / 3 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#003
CHARLES PATRICK HENRY D.D.S. FIDELITY MONEY PURCHASE PLAN
ProfitSharing
Assets$184K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES PATRICK HENRY PROFIT SHARING PLAN
ProfitSharing
Assets$11K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARLES PATRICK HENRY D.D.S. FIDELITY MONEY PURCHASE PLAN | ProfitSharing | $184K | 2 | 2025 | |
| 002 | CHARLES PATRICK HENRY PROFIT SHARING PLAN | ProfitSharing | $11K | 1 | 2025 |
Retirement plans