Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCOTT A. GRADWELL, D.M.D., P.C.
EIN 23-2608507medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
12
1251 SOUTH CEDAR CREST BOULEVARD, SUITE 305 - ALLENTOWN, PA 18103610-770-1050lehighvalleyperiodontist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 12 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#004
SCOTT A. GRADWELL, D.M.D., P.C. 401(K) PLAN
401k
Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SCOTT A. GRADWELL, D.M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$706K
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 | |
|---|---|---|---|---|---|---|
| 004 | SCOTT A. GRADWELL, D.M.D., P.C. 401(K) PLAN | 401k | $2.7M | 7 | 2024 | |
| 005 | SCOTT A. GRADWELL, D.M.D., P.C. CASH BALANCE PLAN | CashBalance | $706K | 5 | 2024 |
Retirement plans