Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
JULIE A. SUGAR DMD, P.A.
EIN 47-4098549Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$656K assets
Welfare
0
Participants
19
413 SE COCONUT AVE. - STUART, FL 34996772-283-1230
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $656K assets / 19 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
JULIE A. SUGAR DMD, P.A. 401(K) PLAN
401k
Assets$425K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JULIE A. SUGAR DMD, P.A. CASH BALANCE PLAN
CashBalance
Assets$231K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JULIE A. SUGAR DMD, P.A. 401(K) PLAN | 401k | $425K | 10 | 2025 | |
| 002 | JULIE A. SUGAR DMD, P.A. CASH BALANCE PLAN | CashBalance | $231K | 9 | 2024 |
Retirement plans