Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUAN E SAVELLI DMD MSD PA
EIN 20-2467640medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
36
900 SE OCEAN BOULEVARD, STE. 216B - STUART, FL 349943509772-223-4646stuartfloridaendodontist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 36 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#002
JUAN E SAVELLI DMD MSD PA, CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JUAN E. SAVELLI, D.M.D., M.S.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JUAN E SAVELLI DMD MSD PA, CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 14 | 2024 | |
| 001 | JUAN E. SAVELLI, D.M.D., M.S.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 22 | 2025 |
Retirement plans