PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MATTHEW J. TALCOTT, DDS, PC
Sponsor portfolio

MATTHEW J. TALCOTT, DDS, PC

EIN 36-4533492-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
29
434 NORTH CENTER STREET - NORTHVILLE, MI 48167248-349-4111
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 12 part#001401k-$1.8M - 17 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • DDS, P.C. 401(K) (#001)47%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, P.C. 401(K) (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click 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

MATTHEW J. TALCOTT, DDS, PC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATTHEW J. TALCOTT DDS, P.C. 401(K) PLAN

401k

Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MATTHEW J. TALCOTT, DDS, PC CASH BALANCE PLANCashBalance$2.1M122025
001MATTHEW J. TALCOTT DDS, P.C. 401(K) PLAN401k$1.8M172025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica