Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFF BAER D.D.S., M.S., PLLC
EIN 46-5432225Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
15
2606 GREEN OAK DRIVE, SUITE B - KINGWOOD, TX 77339281-359-3636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 15 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
KINGWOOD ENDODONTICS 401(K) PLAN
401k
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KINGWOOD ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$846K
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 | KINGWOOD ENDODONTICS 401(K) PLAN | 401k | $1.2M | 9 | 2025 | |
| 002 | KINGWOOD ENDODONTICS CASH BALANCE PLAN | CashBalance | $846K | 6 | 2025 |
Retirement plans