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Sponsor portfolio

DR. TREYS CHILDRENS DENTISTRY, P.C.

EIN 45-3755411-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
21
303 NORTH SECTION STREET - FAIRHOPE, AL 36532251-928-3030drtreys.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.9M - 11 part#002CashBalance-$241K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • DENTISTRY, P.C. 401(K) (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTISTRY, P.C. 401(K) (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click 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

DR. TREY'S CHILDREN'S DENTISTRY, P.C. 401(K) PLAN

401k

Assets$2.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DR. TREY'S CHILDREN'S DENTISTRY, PC CASH BALANCE PLAN

CashBalance

Assets$241K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DR. TREY'S CHILDREN'S DENTISTRY, P.C. 401(K) PLAN401k$2.9M112025
002DR. TREY'S CHILDREN'S DENTISTRY, PC CASH BALANCE PLANCashBalance$241K102025
Retirement plans
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