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  2. JILL M. PRICE, D.M.D., P.C.
Sponsor portfolio

JILL M. PRICE, D.M.D., P.C.

EIN 71-0939573-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
17
5043 SE HAWTHORNE BLVD - PORTLAND, OR 97215503-232-8847drjillprice.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$3.0M - 11 part#003CashBalance-$509K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • CASH BALANCE PLAN (#003)15%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#003)6
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JILL M. PRICE, DMD, PC 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JILL M. PRICE, D.M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$509K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JILL M. PRICE, DMD, PC 401(K) PROFIT SHARING PLAN401k$3.0M112024
003JILL M. PRICE, D.M.D., P.C. CASH BALANCE PLANCashBalance$509K62024
Retirement plans
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