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  1. Companies/
  2. ROSEBERRY FAMILY DENTAL, P.A.
Sponsor portfolio

ROSEBERRY FAMILY DENTAL, P.A.

EIN 22-3802465-mental health care-Latest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
30
224 ROSEBERRY ST STE 7 - PHILLIPSBURG, NJ 088651687908-859-5600roseberryfamilydental.comLinkedIn1-10 employeesmental health care
Plans on this EIN
2 filings
#001401k-$5.1M - 15 part#002CashBalance-$2.2M - 15 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN & TRUST (#001)70%
  • DENTAL, P.A. PENSION (#002)30%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)15
  • DENTAL, P.A. PENSION (#002)15
Total 30Click 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

ROSEBERRY FAMILY DENTAL P A 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSEBERRY FAMILY DENTAL, P.A. PENSION PLAN

CashBalance

Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSEBERRY FAMILY DENTAL P A 401(K) PROFIT SHARING PLAN & TRUST401k$5.1M152025
002ROSEBERRY FAMILY DENTAL, P.A. PENSION PLANCashBalance$2.2M152025
Retirement plans
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