Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MITCHELL A. JOSEPHS, D.D.S., P.A.
EIN 65-0386857Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
8
44 COCONUT ROW, SUITE 206 - PALM BEACH, FL 33480561-832-4675
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 8 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
MITCHELL A. JOSEPHS, D.D.S., P.A. 401(K) PLAN
401k
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MITCHELL A. JOSEPHS, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$947K
Participants3
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 | MITCHELL A. JOSEPHS, D.D.S., P.A. 401(K) PLAN | 401k | $1.2M | 5 | 2025 | |
| 002 | MITCHELL A. JOSEPHS, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $947K | 3 | 2024 |
Retirement plans