Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$5.1M
- PLAN & TRUST (#002)$2.2M
Filings through .
Troy D. Bartels, D.D.S., P.A.
EIN 71-0851612medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Health & Benefits
0
Participants
19
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 / $7.3M assets / 19 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
TROY D. BARTELS, D.D.S., P.A. RETIREMENT PLAN & TRUST
401(k)
Assets$5.1M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TROY D. BARTELS, D.D.S., P.A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$2.2M
Participants9
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 | TROY D. BARTELS, D.D.S., P.A. RETIREMENT PLAN & TRUST | 401(k) | $5.1M | 10 | 2025 |
| #002 | TROY D. BARTELS, D.D.S., P.A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $2.2M | 9 | 2024 |
- #001 · 401(k) · 202510
- #002 · Cash balance · 20249
Retirement plans