Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAWRENCE J SUTTON, DDS, PA
EIN 59-3643669medical practiceLatest filing 2025
Plans
2
Retirement
2
$615K assets
Welfare
0
Participants
24
2825 SE 17TH STREET - OCALA, FL 34471352-620-0094suttondentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $615K assets / 24 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
SUTTON DENTISTRY 401(K) PLAN
401k
Assets$346K
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUTTON DENTISTRY CASH BALANCE PLAN
TraditionalDB
Assets$269K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUTTON DENTISTRY 401(K) PLAN | 401k | $346K | 14 | 2025 | |
| 002 | SUTTON DENTISTRY CASH BALANCE PLAN | TraditionalDB | $269K | 10 | 2024 |
Retirement plans