Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
CHAD L. WESTFALL, D.D.S., P.C.
EIN 46-2283033Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
40
110 DEADMORE ST. NE - ABINGDON, VA 242103406276-628-1327
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 40 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
CHAD L. WESTFALL, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$1.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$991K
Participants18
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 | CHAD L. WESTFALL, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $1.9M | 22 | 2024 | |
| 002 | CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | CashBalance | $991K | 18 | 2024 |
Retirement plans