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  2. SONY C. MARKOSE DDS, PC
Sponsor portfolio

SONY C. MARKOSE DDS, PC

EIN 27-4295604-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
12
2155 MARSH LANE, SUITE 110 - CARROLLTON, TX 75006972-695-6037
Plans on this EIN
2 filings
#001401k-$1.4M - 6 part#002CashBalance-$1.4M - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click 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

SONY C. MARKOSE DDS 401K PROFIT SHARING PLAN & TRUST

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SONY C. MARKOSE DDS PC CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SONY C. MARKOSE DDS 401K PROFIT SHARING PLAN & TRUST401k$1.4M62025
002SONY C. MARKOSE DDS PC CASH BALANCE PLANCashBalance$1.4M62025
Retirement plans
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