Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
SUMMIT ENDODONTIC SPECIALISTS, INC.
EIN 34-1967710financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
20
3611 DARROW ROAD - STOW, OH 442241887330-686-0080summit-endo.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 20 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#001
SUMMIT ENDODONTIC SPECIALISTS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST
401k
Assets$5.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT ENDODONTIC SPECIALISTS, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT ENDODONTIC SPECIALISTS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST | 401k | $5.6M | 12 | 2024 | |
| 002 | SUMMIT ENDODONTIC SPECIALISTS, INC. DEFINED BENEFIT PLAN | CashBalance | $1.7M | 8 | 2024 |
Retirement plans