PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SONES FAMILY DENTAL
Sponsor portfolio

SONES FAMILY DENTAL

EIN 46-2993965-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
84
21 GLEN ED PROFESSIONAL PARK - GLEN CARBON, IL 62034618-656-0608sonesfamilydental.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.1M - 67 part#002CashBalance-$489K - 17 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • FAMILY DENTAL 401(K) (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY DENTAL 401(K) (#001)67
  • CASH BALANCE PLAN (#002)17
Total 84Click 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

SONES FAMILY DENTAL 401(K) PLAN

401k

Assets$2.1M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SONES FAMILY DENTAL CASH BALANCE PLAN

CashBalance

Assets$489K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SONES FAMILY DENTAL 401(K) PLAN401k$2.1M672025
002SONES FAMILY DENTAL CASH BALANCE PLANCashBalance$489K172025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica