Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
ELLEN IM, D.D.S., INC.
EIN 47-1061813medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 10 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#002
ELLEN IM, D.D.S., INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELLEN IM, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$746K
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 | |
|---|---|---|---|---|---|---|
| 002 | ELLEN IM, D.D.S., INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.4M | 4 | 2025 | |
| 001 | ELLEN IM, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $746K | 6 | 2025 |
Retirement plans