Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
GERARD J. LEMONGELLO, JR., D.M.D., P.A.
EIN 65-0127268Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
29
DR. GERARD J. LEMONGELLO, JR., 5602 PGA BLVD. SUITE 201 - PALM BEACH GARDENS, FL 334183829561-627-9000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 29 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
GERARD J. LEMONGELLO, JR., DMD PA 401(K) PSP
401k
Assets$2.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GERARD J. LEMONGELLO, JR., D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants11
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 | GERARD J. LEMONGELLO, JR., DMD PA 401(K) PSP | 401k | $2.2M | 18 | 2025 | |
| 003 | GERARD J. LEMONGELLO, JR., D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 11 | 2025 |
Retirement plans