Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIAMOND DENTAL DDS, P.A.
EIN 46-3597659Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
20
18869 STATE RD. 54 - LUTZ, FL 33558813-312-5623
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 20 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#002
DIAMOND DENTAL DDS, PA CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DIAMOND DENTAL, DDS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$899K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIAMOND DENTAL DDS, PA CASH BALANCE PLAN | CashBalance | $2.2M | 11 | 2024 | |
| 001 | DIAMOND DENTAL, DDS, PA 401(K) PROFIT SHARING PLAN | 401k | $899K | 9 | 2024 |
Retirement plans