Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
DONALD A FLIHAN DDS MD PC
EIN 03-0517798medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
9
130 LOMOND CT - UTICA, NY 135025951315-292-8474flihanoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 9 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
DONALD A FLIHAN DDS MD PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONALD A FLIHAN DDS, MD, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DONALD A FLIHAN DDS MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 6 | 2025 | |
| 002 | DONALD A FLIHAN DDS, MD, P.C. CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 3 | 2025 |
Retirement plans