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  2. MICHELLE FOGG NEAL, D.D.S. P.S.
Sponsor portfolio

MICHELLE FOGG NEAL, D.D.S. P.S.

EIN 91-2178427-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
19
9750 NE 120TH PLACE, SUITE 5/6 - KIRKLAND, WA 98034425-823-1234nealsmiles.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.5M - 12 part#002CashBalance-$535K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT Savings (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)12
  • CASH BALANCE PLAN (#002)7
Total 19Click 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#001

MICHELLE FOGG NEAL, D.D.S. P.S. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$3.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MICHELLE FOGG NEAL, D.D.S. P.S. CASH BALANCE PLAN

CashBalance

Assets$535K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MICHELLE FOGG NEAL, D.D.S. P.S. 401(K) RETIREMENT SAVINGS PLAN401k$3.5M122025
002MICHELLE FOGG NEAL, D.D.S. P.S. CASH BALANCE PLANCashBalance$535K72024
Retirement plans
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