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Sponsor portfolio

EBERT DENTAL GROUP

EIN 34-1648043-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$859K assets
Welfare
0
Participants
19
390 E. HOWARD STREET, SUITE C - WILLARD, OH 44890419-935-2881
Plans on this EIN
2 filings
#001401k-$597K - 11 part#002CashBalance-$262K - 8 part

Retirement portfolio analytics

2 plans aggregated / $859K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • GROUP RETIREMENT PLAN (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $859KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#001)11
  • CASH BALANCE PLAN (#002)8
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EBERT DENTAL GROUP RETIREMENT PLAN

401k

Assets$597K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EBERT DENTAL GROUP CASH BALANCE PLAN

CashBalance

Assets$262K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EBERT DENTAL GROUP RETIREMENT PLAN401k$597K112024
002EBERT DENTAL GROUP CASH BALANCE PLANCashBalance$262K82025
Retirement plans
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