Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALM VALLEY PEDIATRIC DENTISTRY, PLLC
EIN 46-1815515Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
59
20755 WEST MCDOWELL ROAD, SUITE 100 - BUCKEYE, AZ 85396623-535-7873
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 59 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
PALM VALLEY PEDIATRIC DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$705K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALM VALLEY PEDIATRIC DENTISTRY, PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$640K
Participants31
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 | PALM VALLEY PEDIATRIC DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN | 401k | $705K | 28 | 2024 | |
| 002 | PALM VALLEY PEDIATRIC DENTISTRY, PLLC DEFINED BENEFIT PLAN | TraditionalDB | $640K | 31 | 2024 |
Retirement plans