Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREETHA THOMAS, DMD, PLLC
EIN 47-2582219Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
13
241 W. SOUTHLAKE BLVD. SUITE 100 - SOUTHLAKE, TX 76092817-912-1218
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 13 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
PREETHA THOMAS DMD PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$972K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PREETHA THOMAS, DMD, PLLC CASH BALANCE PLAN
CashBalance
Assets$441K
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 | |
|---|---|---|---|---|---|---|
| 001 | PREETHA THOMAS DMD PLLC 401(K) PROFIT SHARING PLAN | 401k | $972K | 7 | 2024 | |
| 002 | PREETHA THOMAS, DMD, PLLC CASH BALANCE PLAN | CashBalance | $441K | 6 | 2024 |
Retirement plans