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  2. MACLEAN & JUNGDAHL, D.M.D., INC.
Sponsor portfolio

MACLEAN & JUNGDAHL, D.M.D., INC.

EIN 46-1509719-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
35
1035 SUMMIT SQUARE - MIDDLETOWN, OH 45042513-424-5339jungdahl-macleandmd.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$4.0M - 19 part#002CashBalance-$1.3M - 16 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN & TRUST (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)19
  • CASH BALANCE PLAN (#002)16
Total 35Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MACLEAN & JUNGDAHL, DMD, INC. 401K PROFIT SHARING PLAN & TRUST

401k

Assets$4.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MACLEAN & JUNGDAHL, D. M. D. , INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MACLEAN & JUNGDAHL, DMD, INC. 401K PROFIT SHARING PLAN & TRUST401k$4.0M192024
002MACLEAN & JUNGDAHL, D. M. D. , INC. CASH BALANCE PLANCashBalance$1.3M162025
Retirement plans
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