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Sponsor portfolio

MARSHALLTOWN FAMILY DENTISTRY

EIN 46-2650610-public safety-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
30
101 W. SOUTHRIDGE ROAD - MARSHALLTOWN, IA 50158641-752-4138LinkedIn1-10 employeespublic safety
Plans on this EIN
2 filings
#001401k-$917K - 15 part#002CashBalance-$170K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • FAMILY DENTISTRY 401(K) (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY DENTISTRY 401(K) (#001)15
  • CASH BALANCE PLAN (#002)15
Total 30Click 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

MARSHALLTOWN FAMILY DENTISTRY 401(K) PLAN

401k

Assets$917K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARSHALLTOWN FAMILY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$170K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARSHALLTOWN FAMILY DENTISTRY 401(K) PLAN401k$917K152024
002MARSHALLTOWN FAMILY DENTISTRY CASH BALANCE PLANCashBalance$170K152024
Retirement plans
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