Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. T. FRANCIS, D.M.D., PLLC
EIN 45-4783781Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
150 FOURTH AVENUE - BROOKLYN, NY 11217718-488-0200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 13 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
DR. T. FRANCIS, D.M.D., 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
DR. T. FRANCIS, DMD, PLLC CASH BALANCE PLAN
CashBalance
Assets$851K
Participants6
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 | DR. T. FRANCIS, D.M.D., PLLC 401(K) RETIREMENT PLAN | 401k | $1.3M | 7 | 2024 | |
| 002 | DR. T. FRANCIS, DMD, PLLC CASH BALANCE PLAN | CashBalance | $851K | 6 | 2024 |
Retirement plans