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Sponsor portfolio

MARK S. MCCONNELL, DDS

EIN 85-0401940-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
25
5925 WYOMING BOULEVARD NE SUITE B - ALBUQUERQUE, NM 871093866505-858-0500LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.9M - 15 part#002CashBalance-$1.4M - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)15
  • CASH BALANCE PLAN (#002)10
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERITAGE 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERITAGE CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERITAGE 401(K) PROFIT SHARING PLAN401k$4.9M152024
002MERITAGE CASH BALANCE PLANCashBalance$1.4M102024
Retirement plans
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