Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISA M. WENTZ, D.D.S., P.A.
EIN 75-2546834Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 22 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#002
WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$5.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN
401k
Assets$4.1M
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 | |
|---|---|---|---|---|---|---|
| 002 | WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $5.0M | 11 | 2024 | |
| 001 | WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN | 401k | $4.1M | 11 | 2024 |
Retirement plans