Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
MCDONNELL & PARSONS PEDIATRIC DENTISTRY PARTNERSHIP
EIN 27-3425693health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
57
1440 REED CANAL RD, SUITE 103 - PORT ORANGE, FL 32129386-760-0550barnesandmcdonnell.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 57 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
CAPE SABLE PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$4.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CAPE SABLE PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$952K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAPE SABLE PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST | 401k | $4.2M | 40 | 2024 | |
| 004 | CAPE SABLE PEDIATRIC DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $952K | 17 | 2024 |
Retirement plans