Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARVIN R. WINTER, DDS, LLC
EIN 30-0844423health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
20
160 CLAIREMONT AVENUE, SUITE 140 - DECATUR, GA 300301503404-373-2667marvinwinterdds.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 20 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#002
MARVIN R. WINTER, D.D.S. 401(K) PROFIT SHARING PLA
401k
Assets$7.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARVIN R. WINTER, DDS CASH BALANCE PENSION PLAN
CashBalance
Assets$828K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARVIN R. WINTER, D.D.S. 401(K) PROFIT SHARING PLA | 401k | $7.2M | 10 | 2025 | |
| 003 | MARVIN R. WINTER, DDS CASH BALANCE PENSION PLAN | CashBalance | $828K | 10 | 2025 |
Retirement plans