Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN J. NOXON, D.M.D., M.S.D., P.C.
EIN 74-3055891Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
35
386 WASHINGTON STREET - WELLESLEY, MA 02481781-235-7181
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 35 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
STEPHEN J. NOXON, D.M.D., M.S.D., P.C. 401(K) PLAN
401k
Assets$3.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN J. NOXON, D.M.D., M.S.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants13
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 | STEPHEN J. NOXON, D.M.D., M.S.D., P.C. 401(K) PLAN | 401k | $3.8M | 22 | 2024 | |
| 002 | STEPHEN J. NOXON, D.M.D., M.S.D., P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 13 | 2024 |
Retirement plans