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  2. RONALD E. HICKS DDS, PC
Sponsor portfolio

RONALD E. HICKS DDS, PC

EIN 87-0519207-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
26
7138 SOUTH HIGHLAND DRIVE, #213 - SALT LAKE CITY, UT 84121801-272-1616LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$956K - 8 part#001401k-$400K - 18 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PC RETIREMENT PLAN (#001)30%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)18
  • CASH BALANCE PLAN (#002)8
Total 26Click 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#002

RONALD E. HICKS, DDS, PC CASH BALANCE PLAN

CashBalance

Assets$956K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RONALD E. HICKS DDS, PC RETIREMENT PLAN

401k

Assets$400K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RONALD E. HICKS, DDS, PC CASH BALANCE PLANCashBalance$956K82024
001RONALD E. HICKS DDS, PC RETIREMENT PLAN401k$400K182024
Retirement plans
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