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Sponsor portfolio

THE ENDODONTIC GROUP, LLC

EIN 35-2318768-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
9
799 WILBUR AVENUE - SWANSEA, MA 02777508-678-4851gsendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 5 part#002CashBalance-$675K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • LLC RETIREMENT PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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#001

THE ENDODONTIC GROUP, LLC RETIREMENT PLAN

401k

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ENDODONTIC GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$675K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ENDODONTIC GROUP, LLC RETIREMENT PLAN401k$1.1M52025
002THE ENDODONTIC GROUP, LLC CASH BALANCE PLANCashBalance$675K42024
Retirement plans
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