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  2. JUDD M. SHERMAN, D.D.S., SARAH S. SHERMAN, D.D.S., PLLC
Sponsor portfolio

JUDD M. SHERMAN, D.D.S., SARAH S. SHERMAN, D.D.S., PLLC

EIN 72-1564704-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$344K assets
Welfare
0
Participants
26
PO BOX 504 - YELM, WA 98597360-458-1976
Plans on this EIN
2 filings
#001401k-$235K - 13 part#002CashBalance-$109K - 13 part

Retirement portfolio analytics

2 plans aggregated / $344K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#001)68%
  • PLAN & TRUST (#002)32%
Total $344KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)13
  • PLAN & TRUST (#002)13
Total 26Click 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

TODAY'S DENTAL CENTER RETIREMENT PLAN & TRUST

401k

Assets$235K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TODAY'S DENTAL CENTER CASH BALANCE PLAN & TRUST

CashBalance

Assets$109K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TODAY'S DENTAL CENTER RETIREMENT PLAN & TRUST401k$235K132024
002TODAY'S DENTAL CENTER CASH BALANCE PLAN & TRUSTCashBalance$109K132024
Retirement plans
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