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Sponsor portfolio

SCOTT A. DUNAWAY D.D.S., P.C.

EIN 54-2022204-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$4.2M assets
Welfare
1
Participants
46
4036 QUARLES COURT - HARRISONBURG, VA 22801540-433-2800LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$3.3M - 17 part#002CashBalance-$938K - 12 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • & DISABILITY PLAN (#001)78%
  • CASH BALANCE PENSION (#002)22%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & DISABILITY PLAN (#001)17
  • CASH BALANCE PENSION (#002)12
Total 29Click 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

SCOTT A. DUNAWAY, D.D.S., P.C., 401(K) PROFIT SHARING RETIREMENT & DISABILITY PLAN

401k

Assets$3.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SCOTT A. DUNAWAY D.D.S., P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$938K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

SCOTT A. DUNAWAY, D.D.S., P.C., 401(K) PROFIT SHARING RETIREMENT & DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOTT A. DUNAWAY, D.D.S., P.C., 401(K) PROFIT SHARING RETIREMENT & DISABILITY PLAN401k$3.3M172024
002SCOTT A. DUNAWAY D.D.S., P.C. CASH BALANCE PENSION PLANCashBalance$938K122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001SCOTT A. DUNAWAY, D.D.S., P.C., 401(K) PROFIT SHARING RETIREMENT & DISABILITY PLANSelf Funded-$002024
Retirement plans
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