Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SULLIVAN DENTAL PARTNERS, PLLC
EIN 81-4199858Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
45
5015 HARPETH DRIVE - BRENTWOOD, TN 37027615-373-1012
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 45 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
SULLIVAN FAMILY DENTISTRY RETIREMENT PLAN
401k
Assets$3.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SULLIVAN FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.5M
Participants12
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 | SULLIVAN FAMILY DENTISTRY RETIREMENT PLAN | 401k | $3.4M | 33 | 2024 | |
| 002 | SULLIVAN FAMILY DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.5M | 12 | 2024 |
Retirement plans