Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TARAS ROUD, D.M.D., P.A.
EIN 42-1598932Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
16
3319 STATE ROAD 7, SUITE 307 - WELLINGTON, FL 33449561-333-2522
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 16 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
TARAS ROUD, D.M.D., P.A. 401(K) PLAN
401k
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TARAS ROUD, D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants8
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 | TARAS ROUD, D.M.D., P.A. 401(K) PLAN | 401k | $1.7M | 8 | 2024 | |
| 002 | TARAS ROUD, D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 8 | 2024 |
Retirement plans