Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
HEROLD FAMILY DENTISTRY, PLLC, LTD.
EIN 45-2856136medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
14
75 BAKER AVE - RYE, NH 03870603-964-7135heroldfamilydentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M 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
HEROLD FAMILY DENTISTRY 401(K) PS PLAN
401k
Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEROLD FAMILY DENTISTRY, PLLC, LTD. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$438K
Participants7
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 | HEROLD FAMILY DENTISTRY 401(K) PS PLAN | 401k | $2.8M | 7 | 2025 | |
| 002 | HEROLD FAMILY DENTISTRY, PLLC, LTD. CASH BALANCE PLAN AND TRUST | CashBalance | $438K | 7 | 2025 |
Retirement plans