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  2. SHELDON L. PECK, DDS, MS, PC
Sponsor portfolio

SHELDON L. PECK, DDS, MS, PC

EIN 48-1296063-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
46
1792 WEST 1700 SOUTH, SUITE 201 - SYRACUSE, UT 84075801-525-1333LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.0M - 29 part#002CashBalance-$1.0M - 17 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • MS, PC 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MS, PC 401(K) (#001)29
  • CASH BALANCE PLAN (#002)17
Total 46Click 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

SHELDON L. PECK, DDS, MS, PC 401(K) PLAN

401k

Assets$3.0M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHELDON L. PECK, DDS, MS, PC CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHELDON L. PECK, DDS, MS, PC 401(K) PLAN401k$3.0M292025
002SHELDON L. PECK, DDS, MS, PC CASH BALANCE PLANCashBalance$1.0M172025
Retirement plans
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