Assets by plan
Share of aggregate retirement assets
Filings through .
St. Croix Family Dentistry, S.C.
EIN 20-2140462Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Health & Benefits
0
Participants
41
230 S. WASHINGTON ST. - ST. CROIX FALLS, WI 54024715-483-5026
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 41 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
ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.1M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ST. CROIX FAMILY DENTISTRY, S.C. CASH BALANCE PLAN
Cash balance
Assets$371K
Participants18
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 | ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN | 401(k) | $3.1M | 23 | 2025 |
| #002 | ST. CROIX FAMILY DENTISTRY, S.C. CASH BALANCE PLAN | Cash balance | $371K | 18 | 2025 |
- #001 · 401(k) · 202523
- #002 · Cash balance · 202518
Retirement plans