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  2. AESTHETIC DENTISTRY OF PALM CITY, P.A.
Sponsor portfolio

AESTHETIC DENTISTRY OF PALM CITY, P.A.

EIN 20-2043193-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
23
2812 SW MAPP ROAD - PALM CITY, FL 34990772-283-8350adpdentistry.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.8M - 14 part#003TraditionalDB-$288K - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • DEFINED BENEFIT PLAN (#003)9%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • DEFINED BENEFIT PLAN (#003)9
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AESTHETIC DENTISTRY OF PALM CITY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AESTHETIC DENTISTRY OF PALM CITY, P.A. DEFINED BENEFIT PLAN

TraditionalDB

Assets$288K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AESTHETIC DENTISTRY OF PALM CITY, INC. 401(K) PROFIT SHARING PLAN401k$2.8M142025
003AESTHETIC DENTISTRY OF PALM CITY, P.A. DEFINED BENEFIT PLANTraditionalDB$288K92025
Retirement plans
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