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Sponsor portfolio

HOPEWELL FAMILY DENTISTRY

EIN 46-2254199-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
22
3454 N. HWY 81 - ANDERSON, SC 29621864-760-1611hopewellfamilydentistryva.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$960K - 12 part#002CashBalance-$382K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • FAMILY DENTISTRY 401(K) (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY DENTISTRY 401(K) (#001)12
  • CASH BALANCE PLAN (#002)10
Total 22Click 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

HOPEWELL FAMILY DENTISTRY 401(K) PLAN

401k

Assets$960K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOPEWELL FAMILY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$382K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOPEWELL FAMILY DENTISTRY 401(K) PLAN401k$960K122024
002HOPEWELL FAMILY DENTISTRY CASH BALANCE PLANCashBalance$382K102025
Retirement plans
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