Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM J. CLEMENT, D.D.S., P.A.
EIN 59-3207518Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
11
4006 BLANDING BLVD - JACKSONVILLE, FL 32210904-771-0367
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M 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
WILLIAM J. CLEMENT, D.D.S., P.A. PENSION PLAN
MoneyPurchase
Assets$873K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM J. CLEMENT, D.D.S., P.A. PROFIT SHARING PLAN
401k
Assets$141K
Participants4
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 | WILLIAM J. CLEMENT, D.D.S., P.A. PENSION PLAN | MoneyPurchase | $873K | 7 | 2024 | |
| 002 | WILLIAM J. CLEMENT, D.D.S., P.A. PROFIT SHARING PLAN | 401k | $141K | 4 | 2024 |
Retirement plans