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Sponsor portfolio

MONA PEDIATRIC DENTIST

EIN 46-3893088-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$689K assets
Welfare
0
Participants
9
20920 KUYKENDAHL RD STE E - SPRING, TX 77379832-617-1111
Plans on this EIN
2 filings
#002CashBalance-$474K - 4 part#001401k-$215K - 5 part

Retirement portfolio analytics

2 plans aggregated / $689K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • 401(K) RETIREMENT PLAN (#001)31%
Total $689KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

MONA PEDIATRIC DENTIST CASH BALANCE PLAN

CashBalance

Assets$474K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MONA DENTAL FOR KIDS 401(K) RETIREMENT PLAN

401k

Assets$215K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONA PEDIATRIC DENTIST CASH BALANCE PLANCashBalance$474K42025
001MONA DENTAL FOR KIDS 401(K) RETIREMENT PLAN401k$215K52025
Retirement plans
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