Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
HART FAMILY DENTISTRY
EIN 20-2961148Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
23
403 DEER VIEW AVE. - TIFFIN, IA 52340319-545-7630
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 23 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
HART FAMILY DENTISTRY EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$3.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HART FAMILY DENTISTRY CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.5M
Participants9
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 | HART FAMILY DENTISTRY EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $3.2M | 14 | 2025 | |
| 002 | HART FAMILY DENTISTRY CASH BALANCE PLAN AND TRUST | CashBalance | $1.5M | 9 | 2025 |
Retirement plans