Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
STEPHEN K. POWELL, D.D.S., M.S.D., LLC
EIN 47-2362734Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
4241 S. 7TH ST. - TERRE HAUTE, IN 47802812-238-2451
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
STEPHEN K. POWELL, D.D.S., M.S.D., LLC CASH BALANCE PLAN AND TRUST
CashBalance
Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEPHEN K. POWELL, D.D.S., M.S.D., LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$800K
Participants12
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 | STEPHEN K. POWELL, D.D.S., M.S.D., LLC CASH BALANCE PLAN AND TRUST | CashBalance | $2.7M | 10 | 2025 | |
| 001 | STEPHEN K. POWELL, D.D.S., M.S.D., LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $800K | 12 | 2025 |
Retirement plans