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Sponsor portfolio

WESTCHESTER FAMILY DENTAL

EIN 46-3036831-publishing-Latest filing 2025
Plans
2
Retirement
2
$737K assets
Welfare
0
Participants
12
SUITE 2 - WESTCHESTER, IL 60154708-562-5621westchesterfamily.comLinkedIn1-10 employeespublishing
Plans on this EIN
2 filings
#002CashBalance-$594K - 6 part#001401k-$143K - 6 part

Retirement portfolio analytics

2 plans aggregated / $737K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PLAN (#002)81%
  • WFD 401(K) (#001)19%
Total $737KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)6
  • WFD 401(K) (#001)6
Total 12Click 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#002

WFD DEFINED BENEFIT PLAN

CashBalance

Assets$594K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WFD 401(K) PLAN

401k

Assets$143K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WFD DEFINED BENEFIT PLANCashBalance$594K62025
001WFD 401(K) PLAN401k$143K62024
Retirement plans
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