Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERARD W. HUERTER, JR., D.D.S., CHARTERED
EIN 48-0769707Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
23
8919 PARALLEL PARKWAY, SUITE 450 - KANSAS CITY, KS 66112913-334-3055
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 23 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
GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN
401k
Assets$3.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants9
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 | GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN | 401k | $3.9M | 14 | 2025 | |
| 003 | GERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 9 | 2025 |
Retirement plans