Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM J. UNTERBRUNNER, D.D.S., P.C.
EIN 45-3864593Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$980K assets
Welfare
0
Participants
6
2040 W. IRVING PARK RD. - CHICAGO, IL 60618319-330-9534
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $980K assets / 6 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
ADAM J. UNTERBRUNNER, D.D.S., P.C. 401(K) PLAN
401k
Assets$700K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADAM J. UNTERBRUNNER, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$281K
Participants3
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 | ADAM J. UNTERBRUNNER, D.D.S., P.C. 401(K) PLAN | 401k | $700K | 3 | 2024 | |
| 001 | ADAM J. UNTERBRUNNER, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $281K | 3 | 2024 |
Retirement plans