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  2. AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C.
Sponsor portfolio

AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C.

EIN 06-0972256-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
100 SIMSBURY ROAD, SUITE 201 - AVON, CT 06001860-606-0066
Plans on this EIN
2 filings
#004401k-$2.7M - 8 part#005CashBalance-$1.2M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#004)69%
  • PLAN & TRUST (#005)31%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#004)8
  • PLAN & TRUST (#005)7
Total 15Click 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#004

AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C. RETIREMENT PLAN & TRUST

401k

Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

AVON WELLNESS CENTER DENTAL ASSOCIATES DEFINED BENEFIT CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C. RETIREMENT PLAN & TRUST401k$2.7M82025
005AVON WELLNESS CENTER DENTAL ASSOCIATES DEFINED BENEFIT CASH BALANCE PLAN & TRUSTCashBalance$1.2M72025
Retirement plans
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