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Sponsor portfolio

ENDOLTD

EIN 36-2751682-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
23
25 E WASHINGTON STREET, SUITE 1833 - CHICAGO, IL 60602312-236-9581endodonticslimited.orgLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$1.6M - 15 part#003CashBalance-$1.5M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#002)52%
  • PLAN & TRUST (#003)48%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)15
  • PLAN & TRUST (#003)8
Total 23Click 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

ENDOLTD CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ENDODONTICS, LTD. CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENDOLTD CASH OR DEFERRED PROFIT SHARING PLAN401k$1.6M152025
003ENDODONTICS, LTD. CASH BALANCE PLAN & TRUSTCashBalance$1.5M82024
Retirement plans
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