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Sponsor portfolio

SMITHTOWN ENDODONTICS, PC

EIN 27-1118814-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
24
79 LANDING AVENUE - SMITHTOWN, NY 11787631-265-6161smithtownendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.4M - 16 part#002CashBalance-$1.2M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SMITHTOWN ENDODONTICS 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SMITHTOWN ENDODONTICS 401(K) (#001)16
  • CASH BALANCE PLAN (#002)8
Total 24Click 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#001

SMITHTOWN ENDODONTICS 401(K) PLAN

401k

Assets$3.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SMITHTOWN ENDODONTICS CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMITHTOWN ENDODONTICS 401(K) PLAN401k$3.4M162025
002SMITHTOWN ENDODONTICS CASH BALANCE PLANCashBalance$1.2M82025
Retirement plans
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