Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
YOST FAMILY DENTISTRY, P.C.
EIN 26-2989957Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 18 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
YOST FAMILY DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$2.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YOST FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.2M
Participants6
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 | YOST FAMILY DENTISTRY RETIREMENT PLAN & TRUST | 401k | $2.3M | 12 | 2025 | |
| 002 | YOST FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.2M | 6 | 2024 |
Retirement plans