Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL W. SCHIAVONE, DDS
EIN 16-1582199health, wellness and fitnessLatest filing 2024
Plans
3
Retirement
2
$1.7M assets
Welfare
1
Participants
21
69 PUBLIC SQUARE - HOLLEY, NY 14470585-638-7645drschiavone.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 15 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#002
DANIEL W. SCHIAVONE, DDS PENSION PLAN
TraditionalDB
Assets$885K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$766K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
DANIEL W. SCHIAVONE, DDS PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL W. SCHIAVONE, DDS PENSION PLAN | TraditionalDB | $885K | 6 | 2024 | |
| 001 | DANIEL W. SCHIAVONE, DDS 401(K) PROFIT SHARING PLAN | 401k | $766K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DANIEL W. SCHIAVONE, DDS PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans