Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CITRUS DENTAL OF INVERNESS, P.A.
EIN 59-3532859Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
22
2231 HWY 44 W, UNIT 101 - INVERNESS, FL 34453352-726-5854
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 22 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
CITRUS DENTAL OF INVERNESS, P.A. 401(K) PLAN
401k
Assets$3.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CITRUS DENTAL OF INVERNESS, P.A. CASH BALANCE PLAN
CashBalance
Assets$498K
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 | CITRUS DENTAL OF INVERNESS, P.A. 401(K) PLAN | 401k | $3.8M | 18 | 2024 | |
| 002 | CITRUS DENTAL OF INVERNESS, P.A. CASH BALANCE PLAN | CashBalance | $498K | 4 | 2024 |
Retirement plans