Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXCLUSIVELY ENDODONTICS, P.A.
EIN 22-3560207medical practiceLatest filing 2025
Plans
4
Retirement
4
$4.3M assets
Welfare
0
Participants
70
401 KINGS HIGHWAY SOUTH, SUITE 3A - CHERRY HILL, NJ 08034856-429-7811rootcanalnj.comLinkedIn11-50 employeesmedical practice
Retirement portfolio analytics
4 plans aggregated / $4.3M assets / 70 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#005
EXCLUSIVELY ENDODONTICS, P.A. PENSION PLAN
CashBalance
Assets$1.7M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXCLUSIVELY ENDODONTICS, P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
EXCLUSIVELY ENDODONTICS, P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$866K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
EXCLUSIVELY ENDODONTICS, P.A. FBO B. CHAUDRY PROFIT SHARING PLAN
ProfitSharing
Assets$370K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | EXCLUSIVELY ENDODONTICS, P.A. PENSION PLAN | CashBalance | $1.7M | 23 | 2025 | |
| 002 | EXCLUSIVELY ENDODONTICS, P.A. PROFIT SHARING PLAN | ProfitSharing | $1.3M | 22 | 2025 | |
| 004 | EXCLUSIVELY ENDODONTICS, P.A. PROFIT SHARING PLAN | ProfitSharing | $866K | 24 | 2025 | |
| 006 | EXCLUSIVELY ENDODONTICS, P.A. FBO B. CHAUDRY PROFIT SHARING PLAN | ProfitSharing | $370K | 1 | 2025 |
Retirement plans