Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. CROIX FAMILY DENTISTRY, S.C.
EIN 20-2140462Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
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 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
ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ST. CROIX FAMILY DENTISTRY, S.C. CASH BALANCE PLAN
CashBalance
Assets$371K
Participants18
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 | ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 23 | 2025 | |
| 002 | ST. CROIX FAMILY DENTISTRY, S.C. CASH BALANCE PLAN | CashBalance | $371K | 18 | 2025 |
Retirement plans