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  2. PHILIP R. MASCIA, DDS,PC
Sponsor portfolio

PHILIP R. MASCIA, DDS,PC

EIN 56-2404298-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
26
360 FEDERAL ROAD - BROOKFIELD, CT 06804203-775-3344LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.8M - 13 part#002CashBalance-$984K - 13 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)13
Total 26Click 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

PHILIP R. MASCIA, DDS PROFIT SHARING PLAN

401k

Assets$2.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHILIP R. MASCIA, DDS CASH BALANCE PLAN

CashBalance

Assets$984K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILIP R. MASCIA, DDS PROFIT SHARING PLAN401k$2.8M132024
002PHILIP R. MASCIA, DDS CASH BALANCE PLANCashBalance$984K132024
Retirement plans
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