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  2. ADAM D. CLOCK, D.D.S., LLC
Sponsor portfolio

ADAM D. CLOCK, D.D.S., LLC

EIN 26-3842259-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
17
530 PLAZA DRIVE, SUITE J - COLUMBUS, IN 47201812-376-9335tiptonparkdentistry.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 5 part#001401k-$1.3M - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)5
Total 17Click 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#002

ADAM D. CLOCK, D.D.S., LLC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADAM D. CLOCK, D.D.S., LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADAM D. CLOCK, D.D.S., LLC CASH BALANCE PLANCashBalance$1.6M52025
001ADAM D. CLOCK, D.D.S., LLC 401(K) PROFIT SHARING PLAN401k$1.3M122024
Retirement plans
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