Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$6.0M
- PLAN & TRUST (#002)$2.6M
Filings through .
2 plans aggregated / $8.7M assets / 22 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST | 401(k) | $6.0M | 11 | 2025 |
| #002 | CHAMPLAIN PERIODONTAL ASSOCIATES DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $2.6M | 11 | 2025 |