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Sponsor portfolio

APEX ENDODONTICS, LLC

EIN 20-2503810-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
18
123 WASHINGTON ST - MORRISTOWN, NJ 079606813973-538-5660
Plans on this EIN
2 filings
#002TraditionalDB-$3.4M - 8 part#001401k-$1.6M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • LLC RETIREMENT PLAN (#002)68%
  • LLC RETIREMENT PLAN (#001)32%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)10
  • LLC RETIREMENT PLAN (#002)8
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APEX ENDODONTICS, LLC RETIREMENT PLAN

TraditionalDB

Assets$3.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

APEX ENDODONTICS, LLC RETIREMENT PLAN

401k

Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002APEX ENDODONTICS, LLC RETIREMENT PLANTraditionalDB$3.4M82024
001APEX ENDODONTICS, LLC RETIREMENT PLAN401k$1.6M102024
Retirement plans
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