Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NELSON ENDODONTICS PLLC
EIN 81-3386008Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
515 STONECREST PARKWAY, SUITE 220 - SMYRA, TN 37167615-625-6182
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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#001
NELSON ENDODONTICS 401(K) PLAN
401k
Assets$710K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NELSON ENDODONTICS PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$520K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON ENDODONTICS 401(K) PLAN | 401k | $710K | 7 | 2025 | |
| 002 | NELSON ENDODONTICS PLLC CASH BALANCE PENSION PLAN | CashBalance | $520K | 6 | 2025 |
Retirement plans