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Sponsor portfolio

NOVA PERIO SPECIALISTS PC

EIN 54-1978165-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
29
21165 WHITFIELD PLACE, SUITE 1 - STERLING, VA 20165703-444-4377
Plans on this EIN
2 filings
#001CashBalance-$1.2M - 13 part#002401k-$618K - 16 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#001)66%
  • PROFIT SHARING PLAN (#002)34%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)16
  • CASH BALANCE PLAN (#001)13
Total 29Click 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

NOVA PERIO SPECIALISTS, PC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NOVA PERIO SPECIALISTS PC 401(K) PROFIT SHARING PLAN

401k

Assets$618K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NOVA PERIO SPECIALISTS, PC CASH BALANCE PLANCashBalance$1.2M132024
002NOVA PERIO SPECIALISTS PC 401(K) PROFIT SHARING PLAN401k$618K162025
Retirement plans
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