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Sponsor portfolio

HAU LE DMD, PLLC DBA POTOMAC PEDIATRIC DENTISTRY

EIN 47-3799406-medical practice-Latest filing 2024
Plans
3
Retirement
3
$2.6M assets
Welfare
0
Participants
55
16450 STEERAGE CIRCLE - DUMFRIES, VA 22026703-424-1072LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$1.8M - 11 part#001401k-$528K - 26 part#003ProfitSharing-$219K - 18 part

Retirement portfolio analytics

3 plans aggregated / $2.6M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DENTISTRY RETIREMENT PLAN (#002)71%
  • PEDIATRIC DENTISTRY 401(K) (#001)21%
  • PROFIT SHARING PLAN (#003)9%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PEDIATRIC DENTISTRY 401(K) (#001)26
  • PROFIT SHARING PLAN (#003)18
  • DENTISTRY RETIREMENT PLAN (#002)11
Total 55Click 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#002

POTOMAC PEDIATRIC DENTISTRY RETIREMENT PLAN

CashBalance

Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAU LE DMD, PLLC DBA POTOMAC PEDIATRIC DENTISTRY 401(K) PLAN

401k

Assets$528K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HAU LE DMD, PLLC DBA POTOMAC PEDIATRIC DENTISTRY PROFIT SHARING PLAN

ProfitSharing

Assets$219K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002POTOMAC PEDIATRIC DENTISTRY RETIREMENT PLANCashBalance$1.8M112024
001HAU LE DMD, PLLC DBA POTOMAC PEDIATRIC DENTISTRY 401(K) PLAN401k$528K262024
003HAU LE DMD, PLLC DBA POTOMAC PEDIATRIC DENTISTRY PROFIT SHARING PLANProfitSharing$219K182024
Retirement plans
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