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  2. EMERALD COAST SMILES BY DESIGN, P.A.
Sponsor portfolio

EMERALD COAST SMILES BY DESIGN, P.A.

EIN 30-0033993-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
21
3927 CREIGHTON ROAD - PENSACOLA, FL 32504850-479-2525emeraldcoastsmiles.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.1M - 12 part#002CashBalance-$109K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • DESIGN 401K PLAN (#001)95%
  • PLAN & TRUST (#002)5%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESIGN 401K PLAN (#001)12
  • PLAN & TRUST (#002)9
Total 21Click 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

EMERALD COAST SMILES BY DESIGN 401K PLAN

401k

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMERALD COAST SMILES BY DESIGN CASH BALANCE PLAN & TRUST

CashBalance

Assets$109K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMERALD COAST SMILES BY DESIGN 401K PLAN401k$2.1M122025
002EMERALD COAST SMILES BY DESIGN CASH BALANCE PLAN & TRUSTCashBalance$109K92024
Retirement plans
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