Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
PALMETTO SMILES DENTISTRY PARTNERSHIP
EIN 57-1112922medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
69
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 69 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PALMETTO SMILES RETIREMENT PLAN & TRUST
401k
Assets$7.6M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PALMETTO SMILES CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALMETTO SMILES RETIREMENT PLAN & TRUST | 401k | $7.6M | 39 | 2025 | |
| 003 | PALMETTO SMILES CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 30 | 2025 |
Retirement plans