Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
ANTHONY W. BARTELS, III, D.D.S., P.A.
EIN 71-0803377Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
23
811-A WINDOVER ROAD - JONESBORO, AR 72401870-935-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 23 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
BARTELS FAMILY DENTISTRY PROFIT SHARING PLAN & TRUST
401k
Assets$6.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARTELS FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.4M
Participants11
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 | BARTELS FAMILY DENTISTRY PROFIT SHARING PLAN & TRUST | 401k | $6.3M | 12 | 2025 | |
| 002 | BARTELS FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.4M | 11 | 2024 |
Retirement plans