Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JON TARLETON, DDS MSD PLLC
EIN 46-5552734Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
30
5723 NE BOTHELL WAY STE D - KENMORE, WA 98028425-486-9111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 30 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
JON TARLETON, DDS 401(K) PLAN
401k
Assets$743K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JON TARLETON DDS CASH BALANCE PLAN
CashBalance
Assets$332K
Participants11
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 | JON TARLETON, DDS 401(K) PLAN | 401k | $743K | 19 | 2024 | |
| 002 | JON TARLETON DDS CASH BALANCE PLAN | CashBalance | $332K | 11 | 2024 |
Retirement plans