Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID W. TODD, DMD, MD, PLLC
EIN 16-1463850Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
37
120 SOUTHWESTERN DRIVE - LAKEWOOD, NY 14750716-484-8091
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 37 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
DAVID W. TODD, DMD, MD 401(K) RETIREMENT PLAN
401k
Assets$2.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$192K
Participants15
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 | DAVID W. TODD, DMD, MD 401(K) RETIREMENT PLAN | 401k | $2.7M | 22 | 2025 | |
| 002 | DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN | CashBalance | $192K | 15 | 2025 |
Retirement plans