Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KILE SHERRY, DMD, P.A.
EIN 81-1232115Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
18
3015 SW PINE ISLAND ROAD, SUITE 113 - CAPE CORAL, FL 33991239-283-3500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 18 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
REEF FAMILY & COSMETIC DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
REEF FAMILY & COSMETIC DENTISTRY DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.1M
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 | REEF FAMILY & COSMETIC DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 9 | 2025 | |
| 002 | REEF FAMILY & COSMETIC DENTISTRY DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 9 | 2024 |
Retirement plans