Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
WADE K. MARLER, D.D.S, P.S.
EIN 91-2034657medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
23
17203 SE 270TH PLACE - COVINGTON, WA 98042253-852-0480wadekmarlerdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 23 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
WADE K. MARLER, D.D.S, P.S. 401(K) RETIREMENT PLAN
401k
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WADE K. MARLER, D.D.S., P.S. CASH BALANCE PLAN & TRUST
CashBalance
Assets$430K
Participants9
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 | WADE K. MARLER, D.D.S, P.S. 401(K) RETIREMENT PLAN | 401k | $1.3M | 14 | 2024 | |
| 002 | WADE K. MARLER, D.D.S., P.S. CASH BALANCE PLAN & TRUST | CashBalance | $430K | 9 | 2024 |
Retirement plans