Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FOREST LAKE ENDODONTICS, PLLC
EIN 83-2967347Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
22
1420 LAKE ST., SOUTH, SUITE 200 - FOREST LAKE, MN 55025651-464-9888forestlakerootcanals.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 22 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
FOREST LAKE ENDODONTICS RETIREMENT PLAN
401k
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FOREST LAKE ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$739K
Participants10
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 | FOREST LAKE ENDODONTICS RETIREMENT PLAN | 401k | $2.5M | 12 | 2024 | |
| 002 | FOREST LAKE ENDODONTICS CASH BALANCE PLAN | CashBalance | $739K | 10 | 2024 |
Retirement plans