Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TIM VERWEST, D.M.D., P.A.
EIN 46-1604794Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
5
8016 SUMMERLIN LAKES DR - FORT MYERS, FL 33907239-482-2722
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 5 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#003
TIM VERWEST, D.M.D. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TIM VERWEST, D.M.D., P.A. 401(K) RETIREMENT PLAN
401k
Assets$1.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TIM VERWEST, D.M.D. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.6M | 4 | 2024 | |
| 004 | TIM VERWEST, D.M.D., P.A. 401(K) RETIREMENT PLAN | 401k | $1.6M | 1 | 2024 |
Retirement plans