Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KARL A. HEINZELMANN, D.D.S., P.C.
EIN 58-1678154Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
24
11775 POINTE PLACE, SUITE 104 - ROSWELL, GA 300764652770-475-3398roswellperioimplants.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 24 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
KARL A. HEINZELMANN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$6.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants10
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 | KARL A. HEINZELMANN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN | 401k | $6.5M | 14 | 2024 | |
| 002 | KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $1.9M | 10 | 2024 |
Retirement plans