Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AIMEE CASSINELLI DMD PC
EIN 81-2421603Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
6095 BARFIELD RD. STE 150 - ATLANTA, GA 30328770-274-4428
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 8 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
PEAK PEDIATRIC DENTISTRY DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PEAK PEDIATRIC DENTISTRY 401(K) PLAN
401k
Assets$427K
Participants5
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 | PEAK PEDIATRIC DENTISTRY DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 3 | 2024 | |
| 001 | PEAK PEDIATRIC DENTISTRY 401(K) PLAN | 401k | $427K | 5 | 2024 |
Retirement plans