Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL A. NICKLES DMD, LLC
EIN 57-0936411Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 11 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 A. NICKLES, DMD PROFIT SHARING PLAN
401k
Assets$2.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL A. NICKLES DMD, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants2
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 A. NICKLES, DMD PROFIT SHARING PLAN | 401k | $2.5M | 9 | 2024 | |
| 002 | DANIEL A. NICKLES DMD, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 2 | 2024 |
Retirement plans