Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY P. SMITH, DDS, PC
EIN 43-1466743Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 15 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 P. SMITH, DDS, PC 401(K) PLAN
401k
Assets$4.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY P. SMITH, DDS, PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.7M
Participants7
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 P. SMITH, DDS, PC 401(K) PLAN | 401k | $4.2M | 8 | 2025 | |
| 002 | JEFFREY P. SMITH, DDS, PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.7M | 7 | 2025 |
Retirement plans