Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
ELAN SALEE DMD PA
EIN 20-0847572Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
12040 S. JOG ROAD, SUITE 5 - BOYNTON BEACH, FL 33437561-732-8700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 13 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
ELAN SALEE DMD PA 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ELAN SALEE DMD PA CASH BALANCE PLAN
CashBalance
Assets$718K
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 | ELAN SALEE DMD PA 401K PROFIT SHARING PLAN AND TRUST | 401k | $2.3M | 7 | 2024 | |
| 002 | ELAN SALEE DMD PA CASH BALANCE PLAN | CashBalance | $718K | 6 | 2024 |
Retirement plans