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  2. ADVANCED ENDODONTICS, LLC
Sponsor portfolio

ADVANCED ENDODONTICS, LLC

EIN 01-0729883-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
17
231 FARMINGTON AVENUE - FARMINGTON, CT 06032860-284-1032
Plans on this EIN
2 filings
#001401k-$3.9M - 8 part#002CashBalance-$2.1M - 9 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEES' RETIREMENT PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)9
  • EMPLOYEES' RETIREMENT PLAN (#001)8
Total 17Click 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

ADVANCED ENDODONTICS EMPLOYEES' RETIREMENT PLAN

401k

Assets$3.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ADVANCED ENDODONTICS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVANCED ENDODONTICS EMPLOYEES' RETIREMENT PLAN401k$3.9M82024
002ADVANCED ENDODONTICS, LLC CASH BALANCE PLANCashBalance$2.1M92024
Retirement plans
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