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  2. LUIS A. SANCHEZ, DMD & ASSOCIATES, P.A.
Sponsor portfolio

LUIS A. SANCHEZ, DMD & ASSOCIATES, P.A.

EIN 65-0747880-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$921K assets
Welfare
0
Participants
18
6376 SW 9TH STREET - WEST MIAMI, FL 33144305-446-4646
Plans on this EIN
2 filings
#002401k-$690K - 11 part#003CashBalance-$231K - 7 part

Retirement portfolio analytics

2 plans aggregated / $921K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN AND TRUST (#002)75%
  • CASH BALANCE PLAN (#003)25%
Total $921KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)11
  • CASH BALANCE PLAN (#003)7
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUIS A SANCHEZ DMD & ASSOCIATES PA 401K RETIREMENT PLAN AND TRUST

401k

Assets$690K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LUIS A. SANCHEZ, D.M.D. & ASSOCIATES, P.A. CASH BALANCE PLAN

CashBalance

Assets$231K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUIS A SANCHEZ DMD & ASSOCIATES PA 401K RETIREMENT PLAN AND TRUST401k$690K112025
003LUIS A. SANCHEZ, D.M.D. & ASSOCIATES, P.A. CASH BALANCE PLANCashBalance$231K72024
Retirement plans
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