Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM WEEMS DMD PA
EIN 64-0930508medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 5 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#002
ADAM WEEMS DMD, PA PROFIT SHARING PLAN
401k
Assets$977K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADAM WEEMS DMD PA CASH BALANCE PENSION PLAN
CashBalance
Assets$606K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADAM WEEMS DMD, PA PROFIT SHARING PLAN | 401k | $977K | 3 | 2024 | |
| 003 | ADAM WEEMS DMD PA CASH BALANCE PENSION PLAN | CashBalance | $606K | 2 | 2024 |
Retirement plans