Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$6.3M
- PLAN & TRUST (#002)$2.9M
Filings through .
Anthony W. Bartels, III, D.D.S., P.A.
EIN 71-0803377Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Health & Benefits
0
Participants
24
811-A WINDOVER ROAD - JONESBORO, AR 72401870-935-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 24 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BARTELS FAMILY DENTISTRY PROFIT SHARING PLAN & TRUST
401(k)
Assets$6.3M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BARTELS FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$2.9M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BARTELS FAMILY DENTISTRY PROFIT SHARING PLAN & TRUST | 401(k) | $6.3M | 12 | 2025 |
| #002 | BARTELS FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $2.9M | 12 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 202512
Retirement plans