Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERBERT C. EDWARDS, D.D.S., PLLC
EIN 46-2515343Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$797K assets
Welfare
0
Participants
8
614 E. ALDER STREET, SUITE 3 - WALLA WALLA, WA 99362509-522-0501
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $797K assets / 8 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
HERBERT C. EDWARDS, D.D.S., PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$414K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERBERT C. EDWARDS, D.D.S., PLLC PROFIT SHARING PLAN
401k
Assets$383K
Participants5
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 | HERBERT C. EDWARDS, D.D.S., PLLC DEFINED BENEFIT PLAN | TraditionalDB | $414K | 3 | 2024 | |
| 002 | HERBERT C. EDWARDS, D.D.S., PLLC PROFIT SHARING PLAN | 401k | $383K | 5 | 2024 |
Retirement plans