Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
APEX ENDODONTICS, P.C.
EIN 39-2054168Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
14
5481 COLONY DRIVE NORTH - SAGINAW, MI 48638989-791-3636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 14 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
APEX ENDODONTICS, P. C. RETIREMENT PLAN & TRUST
401k
Assets$2.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.0M
Participants5
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 | APEX ENDODONTICS, P. C. RETIREMENT PLAN & TRUST | 401k | $2.6M | 9 | 2025 | |
| 002 | APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.0M | 5 | 2025 |
Retirement plans