Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
DAVID W. CORDES, D.M.D., M.D.S., P.C.
EIN 04-3450105Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
22
82 BROAD STREET - WESTFIELD, MA 01085413-562-8100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 22 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
DAVID W. CORDES, D.M.D., M.D.S., P.C. 401(K) PLAN AND TRUST
401k
Assets$8.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID W. CORDES, D.M.D., M.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$2.4M
Participants9
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 | DAVID W. CORDES, D.M.D., M.D.S., P.C. 401(K) PLAN AND TRUST | 401k | $8.8M | 13 | 2025 | |
| 002 | DAVID W. CORDES, D.M.D., M.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $2.4M | 9 | 2025 |
Retirement plans