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  2. ANGWIN FAMILY DENTISTRY, P.A.
Sponsor portfolio

ANGWIN FAMILY DENTISTRY, P.A.

EIN 26-2822392-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
66
466 N. MAIN ST. - KELLER, TX 76248817-741-4455
Plans on this EIN
2 filings
#001401k-$2.3M - 49 part#002CashBalance-$676K - 17 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 66 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN & TRUST (#001)78%
  • PLAN & TRUST (#002)22%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)49
  • PLAN & TRUST (#002)17
Total 66Click 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

JFG RETIREMENT PLAN & TRUST

401k

Assets$2.3M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JFG CASH BALANCE PLAN & TRUST

CashBalance

Assets$676K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JFG RETIREMENT PLAN & TRUST401k$2.3M492025
002JFG CASH BALANCE PLAN & TRUSTCashBalance$676K172025
Retirement plans
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