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  2. ERICH C. SCHMIDT, DMD PC
Sponsor portfolio

ERICH C. SCHMIDT, DMD PC

EIN 45-2386471-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
13
435 SOUTH ST - PITTSFIELD, MA 01201413-445-4592westernmassperiodontist.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.4M - 11 part#002CashBalance-$694K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • C. SCHMIDT 401(K) (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • C. SCHMIDT 401(K) (#001)11
  • CASH BALANCE PLAN (#002)2
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ERICH C. SCHMIDT 401(K) PLAN

401k

Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERICH C. SCHMIDT CASH BALANCE PLAN

CashBalance

Assets$694K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERICH C. SCHMIDT 401(K) PLAN401k$1.4M112024
002ERICH C. SCHMIDT CASH BALANCE PLANCashBalance$694K22024
Retirement plans
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