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Sponsor portfolio

OVIEDO ENDODONTICS, PLLC

EIN 81-2432635-medical practice-Latest filing 2024
Plans
2
Retirement
2
$230K assets
Welfare
0
Participants
12
997 W. BROADWAY STREET - OVIEDO, FL 32765407-890-9116oviedoendo.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$190K - 6 part#001401k-$40K - 6 part

Retirement portfolio analytics

2 plans aggregated / $230K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PENSION (#002)83%
  • PROFIT SHARTING PLAN (#001)17%
Total $230KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)6
  • PROFIT SHARTING PLAN (#001)6
Total 12Click 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#002

OVIEDO ENDODONTICS CASH BALANCE PENSION PLAN

CashBalance

Assets$190K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

OVIEDO ENDODONTICS 401(K) PROFIT SHARTING PLAN

401k

Assets$40K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OVIEDO ENDODONTICS CASH BALANCE PENSION PLANCashBalance$190K62024
001OVIEDO ENDODONTICS 401(K) PROFIT SHARTING PLAN401k$40K62024
Retirement plans
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