Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEXAS PERIODONTISTS
EIN 47-1207506medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
24
12319 NORTH MOPAC EXPRESSWAY, SUITE 160 - AUSTIN, TX 78758512-222-5721texasperiodontists.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 24 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
TEXAS PERIODONTISTS RETIREMENT PLAN
401k
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TEXAS PERIODONTISTS CASH BALANCE PLAN
CashBalance
Assets$497K
Participants11
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 | TEXAS PERIODONTISTS RETIREMENT PLAN | 401k | $1.3M | 13 | 2025 | |
| 002 | TEXAS PERIODONTISTS CASH BALANCE PLAN | CashBalance | $497K | 11 | 2024 |
Retirement plans