Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS J. NOVAK, D.D.S., P.A.
EIN 75-2663252insuranceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
46
1433 CLEAR LAKE ROAD - WEATHERFORD, TX 76086817-594-7302beacondentistry.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 46 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
THOMAS J. NOVAK, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMAS J. NOVAK, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants22
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 | THOMAS J. NOVAK, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 24 | 2025 | |
| 002 | THOMAS J. NOVAK, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $1.8M | 22 | 2024 |
Retirement plans