Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULEE TAE DDS PLLC
EIN 81-4450405Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
18
1420 S MAIN ST - WEATHERFORD, TX 76086703-380-2264
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 18 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
JULEE TAE DDS PLLC CASH BALANCE PLAN
CashBalance
Assets$750K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JULEE TAE DDS PLLC 401(K)/PROFIT SHARING
401k
Assets$257K
Participants10
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 | JULEE TAE DDS PLLC CASH BALANCE PLAN | CashBalance | $750K | 8 | 2024 | |
| 001 | JULEE TAE DDS PLLC 401(K)/PROFIT SHARING | 401k | $257K | 10 | 2024 |
Retirement plans