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  2. DELLA PORTA COSMETIC DENTISTRY, LLC
Sponsor portfolio

DELLA PORTA COSMETIC DENTISTRY, LLC

EIN 20-8254968-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
29
1300 36TH STREET, SUITE F - VERO BEACH, FL 32960772-567-1025LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.3M - 14 part#002CashBalance-$2.3M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)15
  • PROFIT SHARING PLAN (#001)14
Total 29Click 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#001

RAYMOND A. DELLA PORTA DMD PA 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DELLA PORTA CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RAYMOND A. DELLA PORTA DMD PA 401(K) PROFIT SHARING PLAN401k$3.3M142025
002DELLA PORTA CASH BALANCE PLANCashBalance$2.3M152025
Retirement plans
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