Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
JAMES W. KOGLIN, DDS, LLC
EIN 54-2178018Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 17 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#001
JAMES W. KOGLIN, DDS, LLC 401(K) PLAN
401k
Assets$3.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES W. KOGLIN, DDS, LLC PENSION PLAN
CashBalance
Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES W. KOGLIN, DDS, LLC 401(K) PLAN | 401k | $3.5M | 6 | 2025 | |
| 002 | JAMES W. KOGLIN, DDS, LLC PENSION PLAN | CashBalance | $3.0M | 11 | 2025 |
Retirement plans