Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
SCOTT YOUNG, D.D.S., P.A.
EIN 81-0632605medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
23
6769 LAKE WOODLANDS DRIVE, SUITE G - THE WOODLANDS, TX 77382281-367-5559scottyoungdds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 23 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
SCOTT YOUNG, D. D. S. , P. A. RETIREMENT PLAN & TRUST
401k
Assets$3.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCOTT YOUNG, D. D. S. , P. A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.3M
Participants11
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 | SCOTT YOUNG, D. D. S. , P. A. RETIREMENT PLAN & TRUST | 401k | $3.2M | 12 | 2024 | |
| 002 | SCOTT YOUNG, D. D. S. , P. A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.3M | 11 | 2024 |
Retirement plans