Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
PEDIATRIC DENTISTRY OF BONITA, PLLC
EIN 26-2926827medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
42
9510 BONITA BEACH RD, SUITE 101 - BONITA SPRINGS, FL 34135239-333-2990LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 42 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
PEDIATRIC DENTISTRY OF BONITA RETIREMENT PLAN & TRUST
401k
Assets$2.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEDIATRIC DENTISTRY OF BONITA DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.4M
Participants12
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 | PEDIATRIC DENTISTRY OF BONITA RETIREMENT PLAN & TRUST | 401k | $2.5M | 30 | 2025 | |
| 002 | PEDIATRIC DENTISTRY OF BONITA DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.4M | 12 | 2024 |
Retirement plans