Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAMILY DENTAL MONTGOMERY, INC.
EIN 20-1817212hospital & health careLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
21
8271 CORNELL ROAD, STE #710 - CINCINNATI, OH 45249513-293-4569familydentalmontgomery.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 21 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
FAMILY DENTAL MONTGOMERY, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAMILY DENTAL MONTGOMERY, INC. 401(K) PLAN
401k
Assets$2.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FAMILY DENTAL MONTGOMERY, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.4M | 4 | 2025 | |
| 001 | FAMILY DENTAL MONTGOMERY, INC. 401(K) PLAN | 401k | $2.2M | 17 | 2025 |
Retirement plans