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Sponsor portfolio

TONY TONG, PC

EIN 81-1203986-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
42
29 GLENHAM ST. - WEST ROXBURY, MA 02132508-481-4200
Plans on this EIN
2 filings
#001401k-$1.2M - 32 part#002TraditionalDB-$496K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • DEFINED BENEFIT PLAN (#002)28%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)32
  • DEFINED BENEFIT PLAN (#002)10
Total 42Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNION DENTAL 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNION DENTAL DEFINED BENEFIT PLAN

TraditionalDB

Assets$496K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNION DENTAL 401(K) PROFIT SHARING PLAN401k$1.2M322025
002UNION DENTAL DEFINED BENEFIT PLANTraditionalDB$496K102024
Retirement plans
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