Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OCALA FAMILY DENTISTRY, PLLC
EIN 46-3482532medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
21
303 SOUTHEAST 17TH STREET STE 107 - OCALA, FL 34471352-351-4412ocalafamilydentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 21 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
OCALA FAMILY DENTISTRY PLLC RETIREMENT PLAN
401k
Assets$800K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OCALA FAMILY DENTISTRY PLLC CASH BALANCE PLAN
CashBalance
Assets$475K
Participants10
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 | OCALA FAMILY DENTISTRY PLLC RETIREMENT PLAN | 401k | $800K | 11 | 2024 | |
| 002 | OCALA FAMILY DENTISTRY PLLC CASH BALANCE PLAN | CashBalance | $475K | 10 | 2025 |
Retirement plans