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Sponsor portfolio

SIMPLE DENTIST PLLC

EIN 47-3222395-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
17
817 CALCOT DRIVE - COPPELL, TX 75019917-376-4408
Plans on this EIN
2 filings
#001401k-$826K - 12 part#002TraditionalDB-$789K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • DEFINED BENEFIT PENSION (#002)49%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • DEFINED BENEFIT PENSION (#002)5
Total 17Click 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

SIMPLE DENTIST PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$826K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SIMPLE DENTIST PLLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$789K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLE DENTIST PLLC 401(K) PROFIT SHARING PLAN401k$826K122024
002SIMPLE DENTIST PLLC DEFINED BENEFIT PENSION PLANTraditionalDB$789K52024
Retirement plans
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