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  2. ANTHONY SALEM, DDS, INC.
Sponsor portfolio

ANTHONY SALEM, DDS, INC.

EIN 34-1952017-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
69
3045 SMITH ROAD SUITE 100 - FAIRLAWN, OH 44333330-668-1165
Plans on this EIN
2 filings
#003CashBalance-$2.7M - 32 part#001401k-$1.4M - 37 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN AND TRUST (#003)67%
  • PLAN AND TRUST (#001)33%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)37
  • PLAN AND TRUST (#003)32
Total 69Click 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#003

ANTHONY SALEM, DDS, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$2.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$1.4M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ANTHONY SALEM, DDS, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2.7M322024
001ANTHONY SALEM, D.D.S., INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST401k$1.4M372024
Retirement plans
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