Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOMMY N. WHITED, D.D.S., M.S.
EIN 62-1355802medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
24
940 COLLIERVILLE ARLINGTON RD #109 - COLLIERVILLE, TN 38017901-850-1118LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M 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
TOMMY N. WHITED, D.D.S., M.S. PROFIT SHARING PLAN
401k
Assets$6.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOMMY N. WHITED, D.D.S., M.S. CASH BALANCE PLAN
CashBalance
Assets$526K
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 | TOMMY N. WHITED, D.D.S., M.S. PROFIT SHARING PLAN | 401k | $6.8M | 15 | 2025 | |
| 002 | TOMMY N. WHITED, D.D.S., M.S. CASH BALANCE PLAN | CashBalance | $526K | 9 | 2025 |
Retirement plans