PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVANCED DENTAL GROUP
Sponsor portfolio

ADVANCED DENTAL GROUP

EIN 02-0671891-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
31
5651 CORPORATE WAY - WEST PALM BEACH, FL 33407561-689-0872
Plans on this EIN
2 filings
#002401k-$6.1M - 17 part#004CashBalance-$621K - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN & TRUST (#002)91%
  • CASH BALANCE PLAN (#004)9%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)17
  • CASH BALANCE PLAN (#004)14
Total 31Click 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#002

ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST

401k

Assets$6.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ADVANCED DENTAL GROUP CASH BALANCE PLAN

CashBalance

Assets$621K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCED DENTAL GROUP RETIREMENT PLAN & TRUST401k$6.1M172025
004ADVANCED DENTAL GROUP CASH BALANCE PLANCashBalance$621K142025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica