Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
CENTER FOR DENTAL EXCELLENCE, INC.
EIN 62-1874470mental health careLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 30 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
CENTER FOR DENTAL EXCELLENCE, D.P.C. RETIREMENT PLAN & TRUST
401k
Assets$2.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CENTER FOR DENTAL EXCELLENCE CASH BALANCE PLAN & TRUST
CashBalance
Assets$274K
Participants13
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 | CENTER FOR DENTAL EXCELLENCE, D.P.C. RETIREMENT PLAN & TRUST | 401k | $2.8M | 17 | 2024 | |
| 002 | CENTER FOR DENTAL EXCELLENCE CASH BALANCE PLAN & TRUST | CashBalance | $274K | 13 | 2024 |
Retirement plans