Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN T. LIESEN, D.M.D. LLC
EIN 46-0562270Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
20
750 MORTIMER ST - BARRY, IL 623121247217-335-2397
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 20 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
STEPHEN T. LIESEN, D.M.D. LLC 401K PROFIT SHARING PLAN
401k
Assets$3.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN T. LIESEN, D.M.D., LLC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.3M
Participants10
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 | STEPHEN T. LIESEN, D.M.D. LLC 401K PROFIT SHARING PLAN | 401k | $3.3M | 10 | 2024 | |
| 002 | STEPHEN T. LIESEN, D.M.D., LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $2.3M | 10 | 2024 |
Retirement plans