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  2. CAREWELL DENTAL CLINIC PA
Sponsor portfolio

CAREWELL DENTAL CLINIC PA

EIN 27-2515376-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
16
6300 STONEWOOD DR., STE. #210 - PLANO, TX 75024972-596-0100
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 7 part#001401k-$886K - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CLINIC PA PENSION (#002)70%
  • PA RETIREMENT PLAN (#001)30%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PA RETIREMENT PLAN (#001)9
  • CLINIC PA PENSION (#002)7
Total 16Click 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

CAREWELL DENTAL CLINIC PA PENSION PLAN

CashBalance

Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAREWELL DENTAL CLINIC PA RETIREMENT PLAN

401k

Assets$886K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAREWELL DENTAL CLINIC PA PENSION PLANCashBalance$2.1M72024
001CAREWELL DENTAL CLINIC PA RETIREMENT PLAN401k$886K92025
Retirement plans
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