Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LATA STEFANO DDS INC.
EIN 34-1179733medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
32
1617 W. BOGART RD. #1 - SANDUSKY, OH 44870419-626-2205stefanodental.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 32 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
STEFANO DENTAL 401K/PROFIT SHARING PLAN
401k
Assets$4.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LATA STEFANO DDS INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.4M
Participants14
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 | STEFANO DENTAL 401K/PROFIT SHARING PLAN | 401k | $4.9M | 18 | 2025 | |
| 002 | LATA STEFANO DDS INC. CASH BALANCE PENSION PLAN | CashBalance | $3.4M | 14 | 2025 |
Retirement plans