Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
JOEY SESSUMS, DMD, P.C.
EIN 46-2020686Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
331 SOUTH JACKSON ST. - BROOKHAVEN, MS 39601601-833-6113
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M 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
OLD BROOK PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OLE BROOK PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$76K
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 | OLD BROOK PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | 401k | $1.1M | 7 | 2024 | |
| 002 | OLE BROOK PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $76K | 6 | 2024 |
Retirement plans