Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERTES PEDIATRIC DENTISTRY, INC.
EIN 20-5036936medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
27
5655 HUDSON DRIVE, SUITE 300 - HUDSON, OH 44236330-655-5437mertesdental.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 27 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
MERTES PEDIATRIC DENTISTRY INC 401K PROFIT SHARING PLAN
401k
Assets$2.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERTES PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN
CashBalance
Assets$889K
Participants13
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 | MERTES PEDIATRIC DENTISTRY INC 401K PROFIT SHARING PLAN | 401k | $2.1M | 14 | 2024 | |
| 002 | MERTES PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN | CashBalance | $889K | 13 | 2024 |
Retirement plans