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Sponsor portfolio

STEPHEN S. LUDDINGTON, D.D.S., M.S., P.C.

EIN 87-0573539-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
18
2317 N. HILL FIELD ROAD, SUITE 105 - LAYTON, UT 84041801-498-7400LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$1.3M - 8 part#001401k-$561K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PENSION (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • DEFINED BENEFIT PENSION (#002)8
Total 18Click 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

STEPHEN S. LUDDINGTON, D.D.S., M.S. , P.C. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STEPHEN S. LUDDINGTON, D.D.S., M.S., P.C. PROFIT SHARING PLAN

401k

Assets$561K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEPHEN S. LUDDINGTON, D.D.S., M.S. , P.C. DEFINED BENEFIT PENSION PLANTraditionalDB$1.3M82024
001STEPHEN S. LUDDINGTON, D.D.S., M.S., P.C. PROFIT SHARING PLAN401k$561K102024
Retirement plans
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