Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$2.3M
- PLAN & TRUST (#002)$1.5M
Filings through .
Yost Family Dentistry, P.C.
EIN 26-2989957Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Health & Benefits
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
YOST FAMILY DENTISTRY RETIREMENT PLAN & TRUST
401(k)
Assets$2.3M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
YOST FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.5M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | YOST FAMILY DENTISTRY RETIREMENT PLAN & TRUST | 401(k) | $2.3M | 12 | 2025 |
| #002 | YOST FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $1.5M | 10 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 202510
Retirement plans