Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEARTLAND ENDODONTICS, P.A.
EIN 65-0802006Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
25
4660 LAKEVIEW DRIVE - SEBRING, FL 33870863-382-9947
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 25 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#003
HEARTLAND ENDODONTICS, P.A. PENSION PLAN
CashBalance
Assets$2.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HEARTLAND ENDODONTICS, P.A. 401(K) PLAN
401k
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HEARTLAND ENDODONTICS, P.A. PENSION PLAN | CashBalance | $2.8M | 12 | 2024 | |
| 001 | HEARTLAND ENDODONTICS, P.A. 401(K) PLAN | 401k | $1.9M | 13 | 2024 |
Retirement plans