Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEAM ENDODONTICS, PA
EIN 45-5262631medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
19
1030 RIVERWALK PARKWAY, SUITE 201 - ROCK HILL, SC 29730304-619-0569beamendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 19 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
BEAM ENDODONTICS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEAM ENDODONTICS, PA CASH BALANCE PLAN
CashBalance
Assets$608K
Participants9
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 | BEAM ENDODONTICS, PA 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 10 | 2025 | |
| 002 | BEAM ENDODONTICS, PA CASH BALANCE PLAN | CashBalance | $608K | 9 | 2025 |
Retirement plans