Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOLEDO PERIODONTICS
EIN 34-1930322medical practiceLatest filing 2025
Plans
4
Retirement
2
$2.8M assets
Welfare
2
Participants
33
5937 RENAISSANCE PL - TOLEDO, OH 43623419-882-1807toledoperio.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 30 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
TOLEDO PERIODONTICS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TOLEDO PERIODONTICS, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOLEDO PERIODONTICS WELFARE PLAN A
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TOLEDO PERIODONTICS WELFARE PLAN B
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOLEDO PERIODONTICS, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 13 | 2024 | |
| 001 | TOLEDO PERIODONTICS, INC. PROFIT SHARING 401(K) PLAN | 401k | $1.1M | 17 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOLEDO PERIODONTICS WELFARE PLAN A | Self Funded | - | $0 | 0 | 2025 | |
| 502 | TOLEDO PERIODONTICS WELFARE PLAN B | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans