Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MENTOR SMILES
EIN 82-1444789medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
52
8224 MENTOR AVE SUITE 142 - MENTOR, OH 44060440-534-1715mentorsmiles123.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 52 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
MENTOR SMILES 401K AND PROFIT SHARING PLAN
401k
Assets$681K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MENTOR SMILES CASH BALANCE PLAN
CashBalance
Assets$487K
Participants13
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 | MENTOR SMILES 401K AND PROFIT SHARING PLAN | 401k | $681K | 39 | 2025 | |
| 002 | MENTOR SMILES CASH BALANCE PLAN | CashBalance | $487K | 13 | 2024 |
Retirement plans