Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
JONATHAN R. EHLERS, DDS, PC
EIN 81-3794240Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
28
991 WINCHESTER DR, STE 1 - SEDALIA, MO 65301660-827-2405
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 28 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
JONATHAN R EHLERS DDS PC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONATHAN R. EHLERS, DDS, PC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$345K
Participants12
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 | JONATHAN R EHLERS DDS PC 401K PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 16 | 2025 | |
| 002 | JONATHAN R. EHLERS, DDS, PC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $345K | 12 | 2025 |
Retirement plans