Assets by plan
Share of aggregate retirement assets
Filings through .
Bruce E. Smith, DDS, LLC
EIN 30-0773836medical practiceLatest filing 2025
Plans
3
Retirement
3
$12.3M assets
Health & Benefits
0
Participants
38
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $12.3M assets / 38 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BRUCE E. SMITH, DDS, LLC 401(K) PLAN
401(k)
Assets$6.6M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BRUCE E. SMITH, DDS, LLC 401(K) PLAN
401(k)
Assets$4.1M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BRUCE E. SMITH, DDS, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$1.7M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BRUCE E. SMITH, DDS, LLC 401(K) PLAN | 401(k) | $6.6M | 13 | 2025 |
| #001 | BRUCE E. SMITH, DDS, LLC 401(K) PLAN | 401(k) | $4.1M | 13 | 2024 |
| #003 | BRUCE E. SMITH, DDS, LLC CASH BALANCE PENSION PLAN | Cash balance | $1.7M | 12 | 2024 |
- #002 · 401(k) · 202513
- #001 · 401(k) · 202413
- #003 · Cash balance · 202412
Retirement plans