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Sponsor portfolio

SULLIVAN FAMILY DENTAL

EIN 47-1471530-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
24
1209 SOMERSET AVE #3 - DIGHTON, MA 02715508-692-8289dightondentist.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 14 part#002CashBalance-$276K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PSP & TRUST (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PSP & TRUST (#001)14
  • CASH BALANCE PLAN (#002)10
Total 24Click 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#001

SULLIVAN FAMILY DENTAL 401(K) PSP & TRUST

401k

Assets$1.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SULLIVAN FAMILY DENTAL CASH BALANCE PLAN

CashBalance

Assets$276K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SULLIVAN FAMILY DENTAL 401(K) PSP & TRUST401k$1.2M142025
002SULLIVAN FAMILY DENTAL CASH BALANCE PLANCashBalance$276K102025
Retirement plans
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