Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN H. DUNN, D.D.S., P.A.
EIN 59-2931812medical practiceLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
47
7555 SW HIGHWAY 200, SUITE A - OCALA, FL 34476352-873-2000ocalasdentist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 47 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
STEPHEN H. DUNN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$6.6M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$5.9M
Participants21
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 | STEPHEN H. DUNN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $6.6M | 26 | 2025 | |
| 002 | STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $5.9M | 21 | 2025 |
Retirement plans