Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL J. MOON, D.D.S., P.A.
EIN 76-0669595Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
17
2511 BAGBY ST - HOUSTON, TX 77006713-528-9002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 17 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
MICHAEL J. MOON, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$675K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN
401k
Assets$566K
Participants9
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 | MICHAEL J. MOON, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $675K | 8 | 2025 | |
| 001 | MICHAEL J. MOON, D.D.S., P.A. 401(K) PLAN | 401k | $566K | 9 | 2025 |
Retirement plans