Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROXANNE A. LOWENGUTH, DDS, MS PLLC
EIN 82-2950648Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
29
900 WESTFALL ROAD SUITE C - ROCHESTER, NY 14618585-756-5566
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 29 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#002
ROCHESTER PERIODONTICS, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROCHESTER PERIODONTICS, PLLC 401(K) SAVINGS PLAN
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCHESTER PERIODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $1.2M | 13 | 2025 | |
| 001 | ROCHESTER PERIODONTICS, PLLC 401(K) SAVINGS PLAN | 401k | $1.1M | 16 | 2024 |
Retirement plans