Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUE ELLEN RICHARDSON, DDS INC
EIN 74-2145787Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
8
7000 FANNIN STREET, SUITE 1660 - HOUSTON, TX 77030713-790-9410shesmydentist.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 8 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
SUE ELLEN RICHARDSON, DDS INC PROFIT SHARING PLAN
401k
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUE ELLEN RICHARDSON, D.D.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$406K
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 | SUE ELLEN RICHARDSON, DDS INC PROFIT SHARING PLAN | 401k | $1.7M | 6 | 2025 | |
| 003 | SUE ELLEN RICHARDSON, D.D.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $406K | 2 | 2024 |
Retirement plans