Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES L. EGGLESTON, D.D.S.
EIN 56-7519058medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 32 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 L. EGGLESTON, D.D.S. PROFIT SHARING TRUST
401k
Assets$1.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES L. EGGLESTON, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants12
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 L. EGGLESTON, D.D.S. PROFIT SHARING TRUST | 401k | $1.6M | 20 | 2025 | |
| 002 | JAMES L. EGGLESTON, D.D.S. CASH BALANCE PLAN | CashBalance | $1.1M | 12 | 2025 |
Retirement plans