Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
RAFAEL A. PEREZ, D.D.S., P.C.
EIN 75-2741915Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
28
5200 STONE LAKE DRIVE - WICHITA FALLS, TX 763108020940-692-2851
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 28 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
STONE LAKE DENTAL RETIREMENT PLAN & TRUST
401k
Assets$2.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN
CashBalance
Assets$2.1M
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 | |
|---|---|---|---|---|---|---|
| 001 | STONE LAKE DENTAL RETIREMENT PLAN & TRUST | 401k | $2.6M | 17 | 2024 | |
| 002 | STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN | CashBalance | $2.1M | 11 | 2025 |
Retirement plans