Assets by plan
Share of aggregate retirement assets
Filings through .
Andrew Zegeer DDS, PLLC
EIN 85-1830190Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$827K assets
Health & Benefits
0
Participants
14
112 MORRIS STREET SUITE 2 - CHARLESTON, WV 25301304-833-9033
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $827K assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ANDREW ZEGEER DDS PLLC 401(K) PLAN
401(k)
Assets$569K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ANDREW ZEGEER DDS CASH BALANCE PLAN
Cash balance
Assets$257K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ANDREW ZEGEER DDS PLLC 401(K) PLAN | 401(k) | $569K | 8 | 2025 |
| #002 | ANDREW ZEGEER DDS CASH BALANCE PLAN | Cash balance | $257K | 6 | 2025 |
- #001 · 401(k) · 20258
- #002 · Cash balance · 20256
Retirement plans