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  2. THOMAS M. SCHROEPFER, D.D.S., S.C.
Sponsor portfolio

THOMAS M. SCHROEPFER, D.D.S., S.C.

EIN 39-1486072-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
18
3212 CLEVELAND AVENUE - MARINETTE, WI 54143715-735-9490
Plans on this EIN
2 filings
#002401k-$2.0M - 9 part#003CashBalance-$1.6M - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#002)56%
  • CASH BALANCE PLAN (#003)44%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)9
  • CASH BALANCE PLAN (#003)9
Total 18Click 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

SCHROEPFER FAMILY DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SCHROEPFER FAMILY DENTAL CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCHROEPFER FAMILY DENTAL 401(K) PROFIT SHARING PLAN AND TRUST401k$2.0M92025
003SCHROEPFER FAMILY DENTAL CASH BALANCE PLANCashBalance$1.6M92024
Retirement plans
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