Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
LANCE D. KEYES, DDS, PC
EIN 81-2850360Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$250K assets
Welfare
0
Participants
22
32650 SR 20 SUITE E 106 - OAK HARBOR, WA 98277360-240-9400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $250K assets / 22 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
LANCE D. KEYES, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$127K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANCE D. KEYES, DDS, PC 401(K) PLAN
401k
Assets$122K
Participants16
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 | LANCE D. KEYES, DDS, PC CASH BALANCE PLAN | CashBalance | $127K | 6 | 2024 | |
| 001 | LANCE D. KEYES, DDS, PC 401(K) PLAN | 401k | $122K | 16 | 2025 |
Retirement plans