Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
SHAUNA H. MITCHELL, D.D.S.
EIN 57-1193728education managementLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
22
3662 A FLAKES MILL ROAD - DECATUR, GA 300345259770-593-2202LinkedIn1-10 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 22 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
SHAUNA H. MITCHELL, D.D.S. RETIREMENT PLAN AND TRUST
ProfitSharing
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAUNA MITCHELL CASH BALANCE PLAN
CashBalance
Assets$726K
Participants9
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 | SHAUNA H. MITCHELL, D.D.S. RETIREMENT PLAN AND TRUST | ProfitSharing | $1.6M | 13 | 2024 | |
| 002 | SHAUNA MITCHELL CASH BALANCE PLAN | CashBalance | $726K | 9 | 2024 |
Retirement plans