Assets by plan
Share of aggregate retirement assets
Filings through .
Toledo Periodontics, Inc.
EIN 34-1930322medical practiceLatest filing 2025
Plans
4
Retirement
2
$3.1M assets
Health & Benefits
2
Participants
32
5937 RENAISSANCE PLACE - TOLEDO, OH 43623419-882-1807toledoperio.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $3.1M assets / 29 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TOLEDO PERIODONTICS, INC. CASH BALANCE PLAN
Cash balance
Assets$2.2M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TOLEDO PERIODONTICS, INC. PROFIT SHARING 401(K) PLAN
401(k)
Assets$970K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TOLEDO PERIODONTICS WELFARE PLAN A
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
TOLEDO PERIODONTICS WELFARE PLAN B
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOLEDO PERIODONTICS, INC. CASH BALANCE PLAN | Cash balance | $2.2M | 13 | 2025 |
| #001 | TOLEDO PERIODONTICS, INC. PROFIT SHARING 401(K) PLAN | 401(k) | $970K | 16 | 2025 |
- #002 · Cash balance · 202513
- #001 · 401(k) · 202516
Health & Benefits plans
2 plans on this EIN
| 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 |
- #501 · Self-funded · 20250
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans