Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN C. BADGER, D.D.S., P.C.
EIN 86-0939614medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
20
PO BOX 670 - LAKESIDE, AZ 85929928-368-7528stevencbadgerdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 20 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
STEVEN C. BADGER, D.D.S., P.C. 401(K) PLAN
401k
Assets$3.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN C. BADGER, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.2M
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 | STEVEN C. BADGER, D.D.S., P.C. 401(K) PLAN | 401k | $3.5M | 12 | 2024 | |
| 002 | STEVEN C. BADGER, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $1.2M | 8 | 2024 |
Retirement plans