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  2. MONARCH DENTISTRY, INC.
Sponsor portfolio

MONARCH DENTISTRY, INC.

EIN 47-5288622-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
1515 ONYXRIDGE, SUITE 108 - FORT MILLS, SC 29718803-547-7779
Plans on this EIN
2 filings
#002CashBalance-$661K - 4 part#001401k-$535K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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#002

MONARCH DENTISTRY, INC. CASH BALANCE PLAN

CashBalance

Assets$661K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONARCH DENTISTRY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$535K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONARCH DENTISTRY, INC. CASH BALANCE PLANCashBalance$661K42024
001MONARCH DENTISTRY, INC. 401(K) PROFIT SHARING PLAN401k$535K72024
Retirement plans
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