Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDEPENDENCE FAMILY DENTISTRY
EIN 27-3234816Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
41
5302 MADISON PIKE - INDEPENDENCE, KY 41051859-356-2000independencefamilydentistry.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 41 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#002
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INDEPENDENCE FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$466K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 13 | 2024 | |
| 001 | INDEPENDENCE FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $466K | 28 | 2024 |
Retirement plans