Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINE DENTISTRY
EIN 04-3631814health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
8
980 N. ALMA SCHOOL RD. #1 - CHANDLER, AZ 85224480-726-6545LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 8 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
FINE DENTISTRY RETIREMENT PLAN
401k
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FINE DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$145K
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 | FINE DENTISTRY RETIREMENT PLAN | 401k | $1.4M | 5 | 2024 | |
| 002 | FINE DENTISTRY CASH BALANCE PLAN | CashBalance | $145K | 3 | 2024 |
Retirement plans