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Sponsor portfolio

JAMES M. VLASSIS, D.D.S., M.S., P.C.

EIN 16-1463176-medical practice-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
32
100 NORTH BURDICK STREET - FAYETTEVILLE, NY 13066315-637-0777drvlassis.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.9M - 18 part#002CashBalance-$2.0M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • PLAN AND TRUST (#002)28%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • PLAN AND TRUST (#002)14
Total 32Click 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

JAMES M. VLASSIS, D.D.S., M.S., P. C. 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES M. VLASSIS, D.D.S., M.S., P. C. 401(K) PROFIT SHARING PLAN401k$4.9M182024
002JAMES M. VLASSIS, D.D.S., M.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$2.0M142025
Retirement plans
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