Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AZ FAMILY DENTISTRY, PLLC
EIN 20-5127393Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 14 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
AZ FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$881K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AZ FAMILY DENTISTRY, PLLC CASH BALANCE PLAN
CashBalance
Assets$562K
Participants5
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 | AZ FAMILY DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN | 401k | $881K | 9 | 2025 | |
| 002 | AZ FAMILY DENTISTRY, PLLC CASH BALANCE PLAN | CashBalance | $562K | 5 | 2025 |
Retirement plans