Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSHUA C WHITE DDS PLLC
EIN 84-5051635Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$743K assets
Welfare
0
Participants
19
460 PERRYVILLE LOOP - LIBERTY HILL, TX 78642805-328-9115
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $743K assets / 19 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
SEVEN LAKES DENTAL 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$516K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEVEN LAKES DENTAL CASH BALANCE PLAN
CashBalance
Assets$227K
Participants8
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 | SEVEN LAKES DENTAL 401(K) RETIREMENT SAVINGS PLAN | 401k | $516K | 11 | 2024 | |
| 002 | SEVEN LAKES DENTAL CASH BALANCE PLAN | CashBalance | $227K | 8 | 2024 |
Retirement plans