Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
DANIEL L. FOLEY, DDS, MS, INC.
EIN 55-0605165Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
52
203 BROOKSHIRE LANE - BECKLEY, WV 25801304-255-0549
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 52 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
DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN
401k
Assets$5.1M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL L. FOLEY, DDS, MS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants24
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 | DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN | 401k | $5.1M | 28 | 2025 | |
| 002 | DANIEL L. FOLEY, DDS, MS, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 24 | 2024 |
Retirement plans