Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $1.0M assets / 36 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLINTONVILLE PEDIATRIC DENTISTRY 401(K) PLAN | 401(k) | $754K | 16 | 2025 |
| #002 | CLINTONVILLE PEDIATRIC DENTISTRY CASH BALANCE PLAN | Cash balance | $256K | 11 | 2025 |
| #003 | CLINTONVILLE PEDIATRIC DENTISTRY PROFIT SHARING PLAN | Profit-sharing | $19K | 9 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLINTONVILLE PEDIATRIC SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |