Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
SOUTHWOOD, PAUL AND POPE FAMILY DENTISTRY, A PARTNERSHIP
EIN 31-1641595Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 41 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
SOUTHWOOD, PAUL AND POPE FAMILY DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$7.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL AND POPE FAMILY DENTISTRY CASH BALANCE PLAN & TRUST
CashBalance
Assets$351K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWOOD, PAUL AND POPE FAMILY DENTISTRY RETIREMENT PLAN & TRUST | 401k | $7.0M | 21 | 2024 | |
| 002 | PAUL AND POPE FAMILY DENTISTRY CASH BALANCE PLAN & TRUST | CashBalance | $351K | 20 | 2024 |
Retirement plans