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Sponsor portfolio

PEDIATRIC DENTAL HEALTH ASSOCIATES, LTD.

EIN 36-3799570-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
24
737 N. MICHIGAN AVE., STE. 1330 - CHICAGO, IL 60611312-266-8198pediatricdentalhealthassociates.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 12 part#001ProfitSharing-$390K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#002)78%
  • PLAN AND TRUST (#001)22%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)12
  • PLAN AND TRUST (#001)12
Total 24Click 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

PEDIATRIC DENTAL HEALTH ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PEDIATRIC DENTAL HEALTH ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$390K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PEDIATRIC DENTAL HEALTH ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUSTCashBalance$1.4M122025
001PEDIATRIC DENTAL HEALTH ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUSTProfitSharing$390K122025
Retirement plans
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