Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK F. HALEK, D.D.S., PA
EIN 59-3259599Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
249 W STATE ROAD 436, STE 1034 - ALTAMONTE SPRINGS, FL 32714407-774-4433
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 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
MARK F. HALEK, D.D.S., PA 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARK F. HALEK, D.D.S., PA CASH BALANCE PENSION PLAN
CashBalance
Assets$304K
Participants3
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 | MARK F. HALEK, D.D.S., PA 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 5 | 2024 | |
| 002 | MARK F. HALEK, D.D.S., PA CASH BALANCE PENSION PLAN | CashBalance | $304K | 3 | 2024 |
Retirement plans