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Sponsor portfolio

ANDREW ZEGEER DDS, PLLC

EIN 85-1830190-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$544K assets
Welfare
0
Participants
10
112 MORRIS STREET SUITE 2 - CHARLESTON, WV 25301304-833-9033
Plans on this EIN
2 filings
#001401k-$377K - 5 part#002CashBalance-$167K - 5 part

Retirement portfolio analytics

2 plans aggregated / $544K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DDS PLLC 401(K) (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $544KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PLLC 401(K) (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click 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

ANDREW ZEGEER DDS PLLC 401(K) PLAN

401k

Assets$377K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDREW ZEGEER DDS CASH BALANCE PLAN

CashBalance

Assets$167K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDREW ZEGEER DDS PLLC 401(K) PLAN401k$377K52024
002ANDREW ZEGEER DDS CASH BALANCE PLANCashBalance$167K52024
Retirement plans
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