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  2. BRENT A. MEDEMA, D.D.S. P.L.C.
Sponsor portfolio

BRENT A. MEDEMA, D.D.S. P.L.C.

EIN 47-1477752-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
9039 N. ROGERS CT., STE. 4 - CALEDONIA, MI 493168011616-891-1400
Plans on this EIN
2 filings
#001401k-$620K - 4 part#002CashBalance-$599K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN AND TRUST (#001)51%
  • PLAN AND TRUST (#002)49%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)4
  • PLAN AND TRUST (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRENT A. MEDEMA, D.D.S. P.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$620K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRENT A. MEDEMA, D.D.S. P.L.C. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$599K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRENT A. MEDEMA, D.D.S. P.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$620K42025
002BRENT A. MEDEMA, D.D.S. P.L.C. CASH BALANCE PLAN AND TRUSTCashBalance$599K42025
Retirement plans
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