Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY ENDODONTICS, PC
EIN 20-0103772medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
12
4240 CARMICHAEL COURT NORTH - MONTGOMERY, AL 36106334-279-1210montgomery-al-dentist.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 12 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
MONTGOMERY ENDODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONTGOMERY ENDODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants6
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 | MONTGOMERY ENDODONTICS 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 6 | 2024 | |
| 002 | MONTGOMERY ENDODONTICS, PC CASH BALANCE PLAN | CashBalance | $2.0M | 6 | 2024 |
Retirement plans