Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEAN M. DALY, DDS P.C. DBA DALY FAMILY DENTISTRY
EIN 76-0734095Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
20
2217 WEST 12TH STREET #1 - HASTINGS, NE 68901402-463-6664
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M 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
DALY FAMILY DENTISTRY 401(K) RETIREMENT PLAN
401k
Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DALY FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$957K
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 | DALY FAMILY DENTISTRY 401(K) RETIREMENT PLAN | 401k | $3.0M | 11 | 2025 | |
| 002 | DALY FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $957K | 9 | 2025 |
Retirement plans