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Sponsor portfolio

AVPERIODONTICS PLLC

EIN 81-4449953-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
18
860 FIFTH AVE - NEW YORK, NY 10016929-293-0200LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$627K - 9 part#002CashBalance-$545K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • CASH BALANCE PENSION (#002)47%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PENSION (#002)9
Total 18Click 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#001

AVPERIODONTICS PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$627K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AVPERIODONTICS PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$545K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AVPERIODONTICS PLLC 401(K) PROFIT SHARING PLAN401k$627K92025
002AVPERIODONTICS PLLC CASH BALANCE PENSION PLANCashBalance$545K92025
Retirement plans
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