Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES A. JERMAN, DDS, PLLC
EIN 45-2418683Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$576K assets
Welfare
0
Participants
3
60 VILLAGE LOOP - KALISPELL, MT 59901406-752-4375
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $576K 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#002
JAMES A. JERMAN, DDS, PLLC CASH BALANCE PLAN
CashBalance
Assets$576K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES A. JERMAN, D.D.S., PLLC 401(K) RETIREMENT PLAN
401k
Assets$425
Participants2
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 | JAMES A. JERMAN, DDS, PLLC CASH BALANCE PLAN | CashBalance | $576K | 1 | 2024 | |
| 001 | JAMES A. JERMAN, D.D.S., PLLC 401(K) RETIREMENT PLAN | 401k | $425 | 2 | 2024 |
Retirement plans