Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK S. ERICSON, D.D.S., APC
EIN 45-2078609medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 18 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#002
MARK S. ERICSON, D.D.S., APC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK S. ERICSON, D.D.S., APC 401(K) PLAN
401k
Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK S. ERICSON, D.D.S., APC CASH BALANCE PLAN | CashBalance | $2.7M | 8 | 2025 | |
| 001 | MARK S. ERICSON, D.D.S., APC 401(K) PLAN | 401k | $1.6M | 10 | 2025 |
Retirement plans