Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JILL M. MORRIS,D.M.D., INC.
EIN 91-1997528Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
22
7300 CHAMELEON WAY - SARASOTA, FL 34241
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 22 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#004
JILL M. MORRIS, D.M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$965K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | JILL M. MORRIS, D.M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $5.1M | 10 | 2025 | |
| 005 | JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $965K | 12 | 2025 |
Retirement plans