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Sponsor portfolio

SOMERS DENTAL CARE PC

EIN 13-4137202-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
21
380 ROUTE 202 - SOMERS, NY 10589845-746-3914somersdentalcare.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.1M - 13 part#002CashBalance-$1.3M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • SHARING PLAN TRUST (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#001)13
  • CASH BALANCE PLAN (#002)8
Total 21Click 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#001

SOMERS DENTAL CARE PC 401 K PROFIT SHARING PLAN TRUST

401k

Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SOMERS DENTAL CARE CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOMERS DENTAL CARE PC 401 K PROFIT SHARING PLAN TRUST401k$2.1M132025
002SOMERS DENTAL CARE CASH BALANCE PLANCashBalance$1.3M82025
Retirement plans
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