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Sponsor portfolio

TALON HAYNIE DDS PLLC

EIN 47-2102993-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
21
1813 WEST PLAZA DRIVE - WINCHESTER, VA 22601540-667-3267
Plans on this EIN
2 filings
#001401k-$1.3M - 11 part#002CashBalance-$626K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DDS PLLC 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PLLC 401(K) (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click 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

TALON HAYNIE DDS PLLC 401(K) PLAN

401k

Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TALON HAYNIE DDS PLLC CASH BALANCE PLAN

CashBalance

Assets$626K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TALON HAYNIE DDS PLLC 401(K) PLAN401k$1.3M112024
002TALON HAYNIE DDS PLLC CASH BALANCE PLANCashBalance$626K102024
Retirement plans
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