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  2. SCOTT L. WEINSTEIN, DDS, PA
Sponsor portfolio

SCOTT L. WEINSTEIN, DDS, PA

EIN 56-2277140-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
13
3019 ST. ANDREWS CT. - FORT MILL, SC 29707704-752-1900
Plans on this EIN
2 filings
#002TraditionalDB-$2.0M - 3 part#001401k-$865K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • DEFINED BENEFIT PLAN (#002)3
Total 13Click 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

SCOTT L. WEINSTEIN, DDS, PA DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCOTT L WEINSTEIN DDS PA 401(K) PROFIT SHARING PLAN

401k

Assets$865K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT L. WEINSTEIN, DDS, PA DEFINED BENEFIT PLANTraditionalDB$2.0M32025
001SCOTT L WEINSTEIN DDS PA 401(K) PROFIT SHARING PLAN401k$865K102024
Retirement plans
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