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Sponsor portfolio

MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER

EIN 41-1946239-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
17
31011 RASMUSSEN ROAD - PEQUOT LAKES, MN 56472218-568-8295
Plans on this EIN
2 filings
#001401k-$3.1M - 10 part#002CashBalance-$807K - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DENTAL CENTER 401(K) (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL CENTER 401(K) (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click 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#001

PEQUOT LAKES DENTAL CENTER 401(K) PLAN

401k

Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PEQUOT LAKES DENTAL CENTER CASH BALANCE PLAN

CashBalance

Assets$807K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PEQUOT LAKES DENTAL CENTER 401(K) PLAN401k$3.1M102025
002PEQUOT LAKES DENTAL CENTER CASH BALANCE PLANCashBalance$807K72024
Retirement plans
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