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Sponsor portfolio

CRAIG J. FARRELL, DDS

EIN 26-1785433-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
14
16022 E. HIGH STREET - MIDDLEFIELD, OH 44062440-632-1908LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.1M - 8 part#002CashBalance-$771K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • FARRELL, DDS 401(K) (#001)80%
  • CASH BALANCE PENSION (#002)20%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FARRELL, DDS 401(K) (#001)8
  • CASH BALANCE PENSION (#002)6
Total 14Click 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

CRAIG J. FARRELL, DDS 401(K) PLAN

401k

Assets$3.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CRAIG J. FARRELL, DDS CASH BALANCE PENSION PLAN

CashBalance

Assets$771K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CRAIG J. FARRELL, DDS 401(K) PLAN401k$3.1M82025
002CRAIG J. FARRELL, DDS CASH BALANCE PENSION PLANCashBalance$771K62025
Retirement plans
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