Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTTERBACK DENTAL GROUP, INC.
EIN 34-1406440information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
34
2416 WHIPPLE AVENUE NW - ALLIANCE, OH 44601330-510-2585utterbackdental.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 34 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
UTTERBACK DENTAL GROUP PROFIT SHARING 401(K) PLAN
401k
Assets$3.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UTTERBACK DENTAL GROUP CASH BALANCE PLAN
CashBalance
Assets$350K
Participants13
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 | UTTERBACK DENTAL GROUP PROFIT SHARING 401(K) PLAN | 401k | $3.6M | 21 | 2024 | |
| 003 | UTTERBACK DENTAL GROUP CASH BALANCE PLAN | CashBalance | $350K | 13 | 2024 |
Retirement plans