Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENLEY FAMILY DENTISTRY, PC
EIN 46-4936393Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 15 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
PENLEY FAMILY DENTISTRY 401(K) PLAN
401k
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENLEY FAMILY DENTISTRY, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$442K
Participants4
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 | PENLEY FAMILY DENTISTRY 401(K) PLAN | 401k | $1.4M | 11 | 2025 | |
| 002 | PENLEY FAMILY DENTISTRY, PC CASH BALANCE PENSION PLAN | CashBalance | $442K | 4 | 2024 |
Retirement plans