Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
BONITA PERIODONTICS & IMPLANTS, PLLC
EIN 26-2926958medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
17
9510 BONITA BEACH RD., SUITE 102 - BONITA SPRINGS, FL 34135239-333-4343bonitaimplants.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 17 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
BONITA PERIODONTICS RETIREMENT PLAN & TRUST
401k
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BONITA PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.6M
Participants8
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 | BONITA PERIODONTICS RETIREMENT PLAN & TRUST | 401k | $1.6M | 9 | 2024 | |
| 002 | BONITA PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.6M | 8 | 2024 |
Retirement plans