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  2. DAVID N. GALE, DMD
Sponsor portfolio

DAVID N. GALE, DMD

EIN 04-2759680-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
346 SOUTH MAIN STREET - SHARON, MA 02067781-784-7483
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 6 part#001401k-$614K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • GALE RETIREMENT PLAN (#002)72%
  • GALE 401K PLAN (#001)28%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GALE 401K PLAN (#001)7
  • GALE RETIREMENT PLAN (#002)6
Total 13Click 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

GALE RETIREMENT PLAN

CashBalance

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GALE 401K PLAN

401k

Assets$614K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GALE RETIREMENT PLANCashBalance$1.6M62025
001GALE 401K PLAN401k$614K72025
Retirement plans
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