Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
SOUTHWEST FAMILY DENTISTRY, LLC
EIN 82-3998336Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$248K assets
Welfare
0
Participants
16
6724 PERIMETER LOOP #31L - DUBLIN, OH 43016614-565-7174
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $248K assets / 16 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
SOUTHWEST FAMILY DENTISTRY, LLC CASH BALANCE PLAN
CashBalance
Assets$153K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHWEST FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$95K
Participants8
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 | SOUTHWEST FAMILY DENTISTRY, LLC CASH BALANCE PLAN | CashBalance | $153K | 8 | 2024 | |
| 001 | SOUTHWEST FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $95K | 8 | 2024 |
Retirement plans