Assets by plan
Share of aggregate retirement assets
62%top
Filings through .
Sponsor portfolio
Trevor S. White DDS PC
EIN 86-2966110medical practiceLatest filing 2025
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $523K assets / 18 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
TREVOR S. WHITE DDS PC 401(K) PLAN
401(k)
Assets$323K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TREVOR S. WHITE DDS PC CASH BALANCE PLAN
Cash balance
Assets$200K
Participants7
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 | TREVOR S. WHITE DDS PC 401(K) PLAN | 401(k) | $323K | 11 | 2025 | |
| 002 | TREVOR S. WHITE DDS PC CASH BALANCE PLAN | Cash balance | $200K | 7 | 2025 |
Retirement plans