Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TERRY E ZERVOS DDS PA
EIN 59-3071166medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 9 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
TERRY E. ZERVOS DDS PA CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TERRY E ZERVOS DDS PA PROFIT SHARING PLAN
401k
Assets$37K
Participants4
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 | TERRY E. ZERVOS DDS PA CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2024 | |
| 002 | TERRY E ZERVOS DDS PA PROFIT SHARING PLAN | 401k | $37K | 4 | 2025 |
Retirement plans