Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROCKWALL HEATH ENDODONTICS
EIN 61-1514142medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 12 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
ROCKWALL HEATH ENDODONTICS 401(K) PLAN
401k
Assets$3.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROCKWALL HEATH ENDODONTICS PENSION PLAN
TraditionalDB
Assets$535K
Participants5
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 | ROCKWALL HEATH ENDODONTICS 401(K) PLAN | 401k | $3.2M | 7 | 2025 | |
| 002 | ROCKWALL HEATH ENDODONTICS PENSION PLAN | TraditionalDB | $535K | 5 | 2024 |
Retirement plans