Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
SARASOTA ENDODONTIC SOLUTIONS
EIN 46-3014768medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 22 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
SARASOTA ENDODONTIC SOLUTIONS RETIREMENT PLAN & TRUST
401k
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SARASOTA ENDODONTIC SOLUTIONS CASH BALANCE PLAN
CashBalance
Assets$847K
Participants7
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 | SARASOTA ENDODONTIC SOLUTIONS RETIREMENT PLAN & TRUST | 401k | $1.5M | 15 | 2025 | |
| 002 | SARASOTA ENDODONTIC SOLUTIONS CASH BALANCE PLAN | CashBalance | $847K | 7 | 2025 |
Retirement plans