Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XU FAMILY DENTAL, LLC
EIN 81-0874905Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
13
14536 STONEGATE CT - CARMEL, IN 46032317-602-4898
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 13 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#002
XU FAMILY DENTAL, LLC CASH BALANCE PLAN
CashBalance
Assets$4.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
XU FAMILY DENTAL, LLC 401(K) RETIREMENT PLAN
401k
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | XU FAMILY DENTAL, LLC CASH BALANCE PLAN | CashBalance | $4.3M | 5 | 2025 | |
| 001 | XU FAMILY DENTAL, LLC 401(K) RETIREMENT PLAN | 401k | $1.7M | 8 | 2025 |
Retirement plans