Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
EMMANUEL C. TAYLOR, DDS, LLC
EIN 87-3443246Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$749K assets
Welfare
0
Participants
16
1456 KADERLY STREET, NW - NEW PHILADELPHIA, OH 44663330-364-8665
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $749K assets / 16 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
TOSIC RETIREMENT PLAN & TRUST
401k
Assets$391K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOSIC CASH BALANCE PLAN & TRUST
CashBalance
Assets$358K
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 | TOSIC RETIREMENT PLAN & TRUST | 401k | $391K | 9 | 2024 | |
| 002 | TOSIC CASH BALANCE PLAN & TRUST | CashBalance | $358K | 7 | 2024 |
Retirement plans