Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERIC E. JACOBSEN DDS PC
EIN 46-1438003Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
27
19502 MOLALLA AVE., #109 - OREGON CITY, OR 97045503-656-0405
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 27 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
JACOBSEN PEDIATRIC DENTISTRY 401(K) PLAN
401k
Assets$629K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOBSEN PEDIATRIC DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$477K
Participants11
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 | JACOBSEN PEDIATRIC DENTISTRY 401(K) PLAN | 401k | $629K | 16 | 2024 | |
| 002 | JACOBSEN PEDIATRIC DENTISTRY CASH BALANCE PLAN | CashBalance | $477K | 11 | 2025 |
Retirement plans