Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN R. HECKLIN, D.M.D.
EIN 62-1138611health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
28
5606 BROOKWOOD PLACE - NASHVILLE, TN 37205615-356-7500drhecklin.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 28 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
STEVEN R. HECKLIN, D.M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$5.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN R. HECKLIN, D.M.D. CASH BALANCE PENSION PLAN
CashBalance
Assets$607K
Participants12
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 | STEVEN R. HECKLIN, D.M.D. 401(K) PROFIT SHARING PLAN | 401k | $5.2M | 16 | 2024 | |
| 002 | STEVEN R. HECKLIN, D.M.D. CASH BALANCE PENSION PLAN | CashBalance | $607K | 12 | 2024 |
Retirement plans