Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLENN D. GERALD, D.D.S.
EIN 54-1296307hospital & health careLatest filing 2024
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
7
2573 CHAIN BRIDGE ROAD - VIENNA, VA 22181703-281-0041geralddentistry.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 7 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
GLENN D GERALD DDS PROFIT SHARING PLAN
ProfitSharing
Assets$6.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GLENN D. GERALD, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants3
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 | GLENN D GERALD DDS PROFIT SHARING PLAN | ProfitSharing | $6.0M | 4 | 2024 | |
| 003 | GLENN D. GERALD, D.D.S. CASH BALANCE PLAN | CashBalance | $2.3M | 3 | 2024 |
Retirement plans