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  2. FAMILY SMILE DENTISTRY
Sponsor portfolio

FAMILY SMILE DENTISTRY

EIN 01-0551213-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
14
8780 SR 70 EAST, SUITE #102 - BRADENTON, FL 34202941-345-1100familysmiledentistry.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$2.0M - 7 part#002CashBalance-$1.1M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • 401(K) P/S PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)7
  • CASH BALANCE PLAN (#002)7
Total 14Click 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

FAMILY SMILE DENTISTRY 401(K) P/S PLAN

401k

Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAMILY SMILE DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY SMILE DENTISTRY 401(K) P/S PLAN401k$2.0M72025
002FAMILY SMILE DENTISTRY CASH BALANCE PLANCashBalance$1.1M72024
Retirement plans
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