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  2. STEVEN C. MCNUTT, D.D.S. P.A.
Sponsor portfolio

STEVEN C. MCNUTT, D.D.S. P.A.

EIN 59-3586450-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
11
320 AVE. K SE SUITE 2 - WINTER HAVEN, FL 33880863-294-6565LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 5 part#001401k-$1.5M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MCNUTT, D.D.S. PENSION (#002)62%
  • D.D.S. RETIREMENT PLAN (#001)38%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • D.D.S. RETIREMENT PLAN (#001)6
  • MCNUTT, D.D.S. PENSION (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEVEN C. MCNUTT, D.D.S. PENSION PLAN

CashBalance

Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

STEVEN C. MCNUTT, D.D.S. RETIREMENT PLAN

401k

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEVEN C. MCNUTT, D.D.S. PENSION PLANCashBalance$2.4M52025
001STEVEN C. MCNUTT, D.D.S. RETIREMENT PLAN401k$1.5M62025
Retirement plans
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