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Sponsor portfolio

JANET ALLAIRE DMD

EIN 51-0468676-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
2
6940 SE PACIFIC DRIVE - STUART, FL 34997603-964-1794
Plans on this EIN
2 filings
#001ProfitSharing-$1.1M - 1 part#002MoneyPurchase-$670K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • MONEY PURCHASE PLAN (#002)38%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1
  • MONEY PURCHASE PLAN (#002)1
Total 2Click 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

JANET ALLAIRE DMD KEOGH PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JANET ALLAIRE DMD MONEY PURCHASE PLAN

MoneyPurchase

Assets$670K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JANET ALLAIRE DMD KEOGH PROFIT SHARING PLANProfitSharing$1.1M12024
002JANET ALLAIRE DMD MONEY PURCHASE PLANMoneyPurchase$670K12024
Retirement plans
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