Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINLEY PERIODONTICS, PLLC
EIN 20-2038896Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 23 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
FINLEY PERIODONTICS 401K PLAN
401k
Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FINLEY PERIODONTICS PLLC RETIREMENT PLAN
TraditionalDB
Assets$1.5M
Participants11
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 | FINLEY PERIODONTICS 401K PLAN | 401k | $2.0M | 12 | 2025 | |
| 002 | FINLEY PERIODONTICS PLLC RETIREMENT PLAN | TraditionalDB | $1.5M | 11 | 2024 |
Retirement plans