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Sponsor portfolio

DALE F. SPADAFORA, D.M.D., P.C.

EIN 25-1883804-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
13
752 BROOKSHIRE DRIVE, SUITE A - HERMITAGE, PA 16146724-342-7395drspadafora.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.8M - 9 part#002CashBalance-$2.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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

DALE F. SPADAFORA, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DALE F. SPADAFORA, D.M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DALE F. SPADAFORA, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.8M92025
002DALE F. SPADAFORA, D.M.D., P.C. CASH BALANCE PLANCashBalance$2.1M42025
Retirement plans
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