Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ANDREW J. WAHL, D.D.S., P.A.
EIN 86-1161958Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
35
850 COUNTY ROAD D WEST - NEW BRIGHTON, MN 55112612-788-9666
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 35 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
ANDREW J. WAHL DDS PA 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$3.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.2M
Participants15
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 | ANDREW J. WAHL DDS PA 401K PROFIT SHARING PLAN AND TRUST | 401k | $3.4M | 20 | 2024 | |
| 002 | ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.2M | 15 | 2024 |
Retirement plans