Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
RYAN J. ALLOWITZ, DMD, PC
EIN 30-0646228Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
17
2703 TRADE PLACE - TEMPLE, TX 76504254-778-4400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 17 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#001
HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST
401k
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HEART OF TEXAS ENDODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$224K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST | 401k | $1.7M | 10 | 2024 | |
| 002 | HEART OF TEXAS ENDODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $224K | 7 | 2024 |
Retirement plans