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Sponsor portfolio

LYNDSAY H. MCCASLIN, DMD, P.A. DBA EXPRESSIONS COSMETIC & FAMILY DENTI

EIN 27-4150880-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
31
3007 RIDGELINE BLVD STE A - PALM HARBOR, FL 34688727-787-6453
Plans on this EIN
2 filings
#001401k-$518K - 17 part#002CashBalance-$499K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#002)14
Total 31Click 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

EXPRESSIONS COSMETIC & FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

401k

Assets$518K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXPRESSIONS COSMETIC & FAMILY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$499K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EXPRESSIONS COSMETIC & FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN401k$518K172024
002EXPRESSIONS COSMETIC & FAMILY DENTISTRY CASH BALANCE PLANCashBalance$499K142024
Retirement plans
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