Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS
EIN 16-1541504Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
59
1237 NORTH MAIN STREET - JAMESTOWN, NY 14701716-664-2335
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 59 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
ANTHONY J PEPPY DDS & SAMUEL J PEPPY JR DDS PC 401(K) PLAN
401k
Assets$7.6M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PEPPY DENTAL CASH BALANCE PENSION PLAN
CashBalance
Assets$894K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANTHONY J PEPPY DDS & SAMUEL J PEPPY JR DDS PC 401(K) PLAN | 401k | $7.6M | 39 | 2025 | |
| 002 | PEPPY DENTAL CASH BALANCE PENSION PLAN | CashBalance | $894K | 20 | 2025 |
Retirement plans