Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVON T. HEASER, D.D.S., PC
EIN 81-2423725medical practiceLatest filing 2024
Plans
2
Retirement
2
$930K assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $930K assets / 12 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#003
EVON T. HEASER, D.D.S. PROFIT SHARING PLAN
401k
Assets$675K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVON T. HEASER, D.D.S. DEFINED BENEFIT PLAN
TraditionalDB
Assets$256K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EVON T. HEASER, D.D.S. PROFIT SHARING PLAN | 401k | $675K | 8 | 2024 | |
| 002 | EVON T. HEASER, D.D.S. DEFINED BENEFIT PLAN | TraditionalDB | $256K | 4 | 2024 |
Retirement plans