Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD W. LEONG, JR, DDS, PA
EIN 59-1677885Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
12
400 SOUTH BABCOCK STREET - MELBOURNE, FL 32901321-723-7255
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 12 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#004
RICHARD LEONG, JR, DDS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$4.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD W. LEONG, JR, DDS, PA PROFIT SHARING PLAN
ProfitSharing
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | RICHARD LEONG, JR, DDS, PA 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 9 | 2024 | |
| 002 | RICHARD W. LEONG, JR, DDS, PA PROFIT SHARING PLAN | ProfitSharing | $2.7M | 3 | 2024 |
Retirement plans