Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHELTON FAMILY DENTISTRY, INC.
EIN 20-2123805Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
16
428 W. BIRCH STREET, SUITE 8 - SHELTON, WA 98584360-426-2631
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 16 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
SHELTON FAMILY DENTISTRY, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$303K
Participants8
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 | SHELTON FAMILY DENTISTRY, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.7M | 8 | 2024 | |
| 002 | SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN | ProfitSharing | $303K | 8 | 2024 |
Retirement plans