Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UPSTATE PEDIATRIC DENTISTRY, P.A.
EIN 26-2550998medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
47
545 VERDAE BOULEVARD, SUITE A - GREENVILLE, SC 29607864-567-6949updkids.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 47 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#001
UPSTATE PEDIATRIC DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UPSTATE PEDIATRIC DENTISTRY, P.A. DEFINED BENEFIT CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTATE PEDIATRIC DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 24 | 2024 | |
| 002 | UPSTATE PEDIATRIC DENTISTRY, P.A. DEFINED BENEFIT CASH BALANCE PLAN | CashBalance | $1.2M | 23 | 2024 |
Retirement plans