Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $1.5M assets / 14 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.
Cash balance
401(k)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MORNINGSIDE PEDIATRIC DENTISTRY CASH BALANCE PENSION PLAN | Cash balance | $880K | 7 | 2025 |
| #001 | MORNINGSIDE PEDIATRIC DENTISTRY 401(K) PENSION PLAN | 401(k) | $644K | 7 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ANJALI WILLIAMSON DDS LLC EMPLOYEE GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |