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Sponsor portfolio

CLAYMONT FAMILY DENTISTRY

EIN 45-3193971-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
9
3009 PHILADELPHIA PIKE - CLAYMONT, DE 19703302-793-0100LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$929K - 4 part#001ProfitSharing-$394K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

CLAYMONT FAMILY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$929K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CLAYMONT FAMILY DENTISTRY PROFIT SHARING PLAN

ProfitSharing

Assets$394K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CLAYMONT FAMILY DENTISTRY CASH BALANCE PLANCashBalance$929K42024
001CLAYMONT FAMILY DENTISTRY PROFIT SHARING PLANProfitSharing$394K52024
Retirement plans
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