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  2. KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A.
Sponsor portfolio

KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A.

EIN 59-1859693-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
52
2103 59TH ST. W. - BRADENTON, FL 342097015941-792-2766
Plans on this EIN
2 filings
#004401k-$5.0M - 27 part#006CashBalance-$1.3M - 25 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#004)79%
  • PLAN AND TRUST (#006)21%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)27
  • PLAN AND TRUST (#006)25
Total 52Click 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#004

KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$5.0M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$1.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$5.0M272024
006KLEMENT, JUNGMAN, VARGA & TROXLER, D.D.S., P.A. CASH BALANCE PLAN AND TRUSTCashBalance$1.3M252024
Retirement plans
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