Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERENE OAKS DENTAL P.A.
EIN 20-3542157medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
32
400 VILLAGE CENTER DR. #100 - NORTH OAKS, MN 55127651-288-3111sereneoaksdental.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 32 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
SERENE OAKS DENTAL, P.A. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERENE OAKS DENTAL P.A. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$226K
Participants11
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 | SERENE OAKS DENTAL, P.A. 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.4M | 21 | 2025 | |
| 002 | SERENE OAKS DENTAL P.A. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $226K | 11 | 2025 |
Retirement plans