Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERIODONTAL ASSOCIATES LLC
EIN 01-0767656Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 11 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
PERIODONTAL ASSOCIATES LLC 401(K) PLAN
401k
Assets$4.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PERIODONTAL ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERIODONTAL ASSOCIATES LLC 401(K) PLAN | 401k | $4.2M | 7 | 2025 | |
| 002 | PERIODONTAL ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $1.3M | 4 | 2025 |
Retirement plans