Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXETER FAMILY DENTISTRY
EIN 77-0506435medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
10
148 N. E STREET - EXETER, CA 93221559-799-9457exeterdentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 10 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
EXETER FAMILY DENTISTRY CASH BALANCE PLAN AND TRUST
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN
ProfitSharing
Assets$66K
Participants5
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 | EXETER FAMILY DENTISTRY CASH BALANCE PLAN AND TRUST | CashBalance | $2.7M | 5 | 2025 | |
| 002 | EXETER FAMILY DENTISTRY PROFIT SHARING PLAN | ProfitSharing | $66K | 5 | 2025 |
Retirement plans