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  2. SQUARE LAKE FAMILY DENTISTRY PC
Sponsor portfolio

SQUARE LAKE FAMILY DENTISTRY PC

EIN 35-1896222-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$92K assets
Welfare
0
Participants
7
6053 ROCHESTER ROAD - TROY, MI 48085248-879-5858squarelakefamilydentistry.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002ProfitSharing-$90K - 5 part#001TraditionalDB-$2K - 2 part

Retirement portfolio analytics

2 plans aggregated / $92K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#002)98%
  • DEFINED BENEFIT PENSION (#001)2%
Total $92KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PENSION (#001)2
Total 7Click 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#002

SQUARE LAKE FAMILY DENTISTRY PC PROFIT SHARING PLAN

ProfitSharing

Assets$90K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SQUARE LAKE FAMILY DENTISTRY PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SQUARE LAKE FAMILY DENTISTRY PC PROFIT SHARING PLANProfitSharing$90K52024
001SQUARE LAKE FAMILY DENTISTRY PC DEFINED BENEFIT PENSION PLANTraditionalDB$2K22024
Retirement plans
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