Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES A. PENNEY, III, D.D.S., P.A.
EIN 71-0773751medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 13 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
CENTRAL ARKANSAS ENDODONTICS 401(K) PLAN
401k
Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES A.PENNEY, III, D.D.S., P.A. CENTRAL ARKANSAS ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants5
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 | CENTRAL ARKANSAS ENDODONTICS 401(K) PLAN | 401k | $2.3M | 8 | 2025 | |
| 002 | JAMES A.PENNEY, III, D.D.S., P.A. CENTRAL ARKANSAS ENDODONTICS CASH BALANCE PLAN | CashBalance | $1.8M | 5 | 2024 |
Retirement plans