Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
SCHLOSSBERG & KLOTZ DDS LLC
EIN 80-0575738Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
19
6550 ROCK SPRING DRIVE, SUITE 100 - BETHESDA, MD 208171132410-905-0104
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 19 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
SCHLOSSBERG & KLOTZ DDS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHLOSSBERG & KLOTZ DDS LLC CASH BALANCE PLAN
CashBalance
Assets$615K
Participants8
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 | SCHLOSSBERG & KLOTZ DDS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 11 | 2025 | |
| 002 | SCHLOSSBERG & KLOTZ DDS LLC CASH BALANCE PLAN | CashBalance | $615K | 8 | 2025 |
Retirement plans