Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN F. WHITT, JR., D.D.S., P.A. DBA VILLAGE ENDODONTICS
EIN 59-2234013Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
3
$1.1M assets
Welfare
0
Participants
31
121 GRIFFIN VIEW DR - LADY LAKE, FL 32159352-226-5899
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.1M assets / 31 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#002
VILLAGE ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$526K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VILLAGE ENDODONTICS 401(K) PLAN
401k
Assets$282K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
VILLAGE ENDODONTICS 401(K) PLAN
401k
Assets$260K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VILLAGE ENDODONTICS CASH BALANCE PLAN | CashBalance | $526K | 7 | 2024 | |
| 001 | VILLAGE ENDODONTICS 401(K) PLAN | 401k | $282K | 12 | 2024 | |
| 003 | VILLAGE ENDODONTICS 401(K) PLAN | 401k | $260K | 12 | 2024 |
Retirement plans