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  2. DAVID S. JARDENIL, DDS, PC
Sponsor portfolio

DAVID S. JARDENIL, DDS, PC

EIN 35-2054517-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
6
3204 LANCER STREET, SUITE B - PORTAGE, IN 46368219-742-0229
Plans on this EIN
2 filings
#002401k-$2.3M - 4 part#003CashBalance-$129K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#002)95%
  • CASH BALANCE PLAN (#003)5%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#003)2
Total 6Click 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

DAVID S. JARDENIL, DDS, PC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DAVID S. JARDENIL, PC CASH BALANCE PLAN

CashBalance

Assets$129K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID S. JARDENIL, DDS, PC. 401(K) PROFIT SHARING PLAN401k$2.3M42024
003DAVID S. JARDENIL, PC CASH BALANCE PLANCashBalance$129K22025
Retirement plans
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