Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST ENDODONTICS AND PERIODONTICS, INC.
EIN 34-1715607health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
47
1000 WEST WALLINGS ROAD, SUITE B - BROADVIEW HEIGHTS, OH 44147440-546-1116swendoperio.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 47 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#004
SOUTHWEST ENDODONTICS & PERIODONTICS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOUTHWEST ENDODONTICS & PERIODONTICS, INC. 401(K) PLAN
401k
Assets$2.6M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SOUTHWEST ENDODONTICS & PERIODONTICS, INC. CASH BALANCE PENSION PLAN | CashBalance | $4.4M | 19 | 2024 | |
| 003 | SOUTHWEST ENDODONTICS & PERIODONTICS, INC. 401(K) PLAN | 401k | $2.6M | 28 | 2024 |
Retirement plans