Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFRY P. GARDNER, DDS, LLC
EIN 43-1890268Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$3.9M assets
Welfare
1
Participants
19
2336 SOUTH MAIN - MARYVILLE, MO 64468660-582-4655
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 17 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
JEFFRY P. GARDNER, D.D.S., L.L.C. 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFRY P. GARDNER, DDS, LLC CASH BALANCE PLAN
CashBalance
Assets$292K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GARDNER FAMILY DENTISTRY MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFRY P. GARDNER, D.D.S., L.L.C. 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 9 | 2024 | |
| 002 | JEFFRY P. GARDNER, DDS, LLC CASH BALANCE PLAN | CashBalance | $292K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GARDNER FAMILY DENTISTRY MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans