Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
TROY D. BARTELS, D.D.S., P.A.
EIN 71-0851612medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
20
811 WINDOVER RD., SUITE B - JONESBORO, AR 72401870-802-1500troybartelsdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 20 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
TROY D. BARTELS, D.D.S., P.A. RETIREMENT PLAN & TRUST
401k
Assets$4.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TROY D. BARTELS, D.D.S., P.A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.2M
Participants9
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 | TROY D. BARTELS, D.D.S., P.A. RETIREMENT PLAN & TRUST | 401k | $4.6M | 11 | 2024 | |
| 002 | TROY D. BARTELS, D.D.S., P.A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.2M | 9 | 2024 |
Retirement plans