Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFILIATED DENTISTS S.C.
EIN 39-1151877medical practiceLatest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
92
5601 ODANA RD - MADISON, WI 537191207608-274-9077affiliateddentists.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 92 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFILIATED DENTISTS S.C. PROFIT SHARING PLAN
401k
Assets$8.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AFFILIATED DENTISTS, S.C. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFILIATED DENTISTS S.C. PROFIT SHARING PLAN | 401k | $8.9M | 51 | 2025 | |
| 003 | AFFILIATED DENTISTS, S.C. CASH BALANCE PLAN | CashBalance | $2.8M | 41 | 2024 |
Retirement plans