Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOB CRAGUN, DDS, MS, PLLC
EIN 45-3850000Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
5858 MAIN ST, SUITE 290 - FRISCO, TX 75033469-579-4201
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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
JACOB CRAGUN, DDS, MS, PLLC 401(K) RETIREMENT PLAN
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOB CRAGUN, DDS, MS, PLLC CASH BALANCE PLAN
CashBalance
Assets$791K
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 | JACOB CRAGUN, DDS, MS, PLLC 401(K) RETIREMENT PLAN | 401k | $1.3M | 7 | 2024 | |
| 002 | JACOB CRAGUN, DDS, MS, PLLC CASH BALANCE PLAN | CashBalance | $791K | 7 | 2024 |
Retirement plans