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  2. EVEREST DENTAL, LLC
Sponsor portfolio

EVEREST DENTAL, LLC

EIN 26-0503266-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
16
9892 BUSTLETON AVENUE #302 - PHILADELPHIA, PA 19115215-671-0188
Plans on this EIN
2 filings
#001CashBalance-$2.3M - 6 part#002401k-$707K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#001)76%
  • DENTAL, LLC 401(K) (#002)24%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL, LLC 401(K) (#002)10
  • CASH BALANCE PLAN (#001)6
Total 16Click 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

EVEREST DENTAL, LLC CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVEREST DENTAL, LLC 401(K) PLAN

401k

Assets$707K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVEREST DENTAL, LLC CASH BALANCE PLANCashBalance$2.3M62024
002EVEREST DENTAL, LLC 401(K) PLAN401k$707K102024
Retirement plans
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