Assets by plan
Share of aggregate retirement assets
Filings through .
Shelton Family Dentistry, Inc.
EIN 20-2123805Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Health & Benefits
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 / $4.6M assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SHELTON FAMILY DENTISTRY, INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$4.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$344K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHELTON FAMILY DENTISTRY, INC. DEFINED BENEFIT PLAN | Traditional DB | $4.3M | 8 | 2025 |
| #002 | SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN | Profit-sharing | $344K | 8 | 2025 |
- #001 · Traditional DB · 20258
- #002 · Profit-sharing · 20258
Retirement plans