Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RONALD G. SHERMAN, D.M.D., P.S.
EIN 91-2006932Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
28
5825 221ST PLACE SE, SUITE 100 - ISSAQUAH, WA 98027425-391-4964
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 28 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#002
RONALD G. SHERMAN DMD PS DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RONALD G. SHERMAN, DMD PS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$794K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RONALD G. SHERMAN DMD PS DEFINED BENEFIT PENSION PLAN | CashBalance | $2.0M | 14 | 2024 | |
| 001 | RONALD G. SHERMAN, DMD PS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $794K | 14 | 2025 |
Retirement plans