Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
TODD P. ROTH, DMD, PC
EIN 20-2414969Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
4724 WOODEMERE BLVD - MONTGOMERY, AL 36106334-396-2500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 10 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
TODD P. ROTH, DMD, PC, 401(K) PLAN
401k
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TODD P. ROTH, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$345K
Participants4
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 | TODD P. ROTH, DMD, PC, 401(K) PLAN | 401k | $1.3M | 6 | 2025 | |
| 002 | TODD P. ROTH, DMD, PC CASH BALANCE PLAN | CashBalance | $345K | 4 | 2025 |
Retirement plans