Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCDONALD FAMILY DENTISTRY
EIN 20-0793030Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
19
2400 128TH STREET - URBANDALE, IA 50323515-334-3838
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 19 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
MCDONALD FAMILY DENTISTRY 401(K) PLAN
401k
Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCDONALD FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$918K
Participants9
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 | MCDONALD FAMILY DENTISTRY 401(K) PLAN | 401k | $3.1M | 10 | 2025 | |
| 002 | MCDONALD FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $918K | 9 | 2024 |
Retirement plans