Assets by plan
Share of aggregate retirement assets
Filings through .
James A. Jerman, DDS, PLLC
EIN 45-2418683Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$576K assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JAMES A. JERMAN, DDS, PLLC CASH BALANCE PLAN
Cash balance
Assets$576K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JAMES A. JERMAN, D.D.S., PLLC 401(K) RETIREMENT PLAN
401(k)
Assets$425
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JAMES A. JERMAN, DDS, PLLC CASH BALANCE PLAN | Cash balance | $576K | 1 | 2024 |
| #001 | JAMES A. JERMAN, D.D.S., PLLC 401(K) RETIREMENT PLAN | 401(k) | $425 | 2 | 2024 |
- #002 · Cash balance · 20241
- #001 · 401(k) · 20242
Retirement plans