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  2. MASCI, HALE & WILSON ADVANCED DENTISTRY, L.L.P.
Sponsor portfolio

MASCI, HALE & WILSON ADVANCED DENTISTRY, L.L.P.

EIN 14-1702212-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
53
2134 ROUTE 208 - MONTGOMERY, NY 12549845-457-5763
Plans on this EIN
2 filings
#001401k-$3.2M - 27 part#002CashBalance-$2.2M - 26 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)27
  • CASH BALANCE PLAN (#002)26
Total 53Click 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

MASCI, HALE & WILSON ADVANCED DENTISTRY, L.L.P. PROFIT SHARING PLAN AND TRUST

401k

Assets$3.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MASCI, HALE & WILSON ADVANCED DENTISTRY, LLP CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MASCI, HALE & WILSON ADVANCED DENTISTRY, L.L.P. PROFIT SHARING PLAN AND TRUST401k$3.2M272025
002MASCI, HALE & WILSON ADVANCED DENTISTRY, LLP CASH BALANCE PLANCashBalance$2.2M262025
Retirement plans
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