Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD J. BERTAGNOLLI, D.D.S, P.C.
EIN 84-0713632medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 20 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
EDWARD J. BERTAGNOLLI, D. D. S. , P. C. PROFIT- SHARING PLAN
401k
Assets$4.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$991K
Participants5
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 | EDWARD J. BERTAGNOLLI, D. D. S. , P. C. PROFIT- SHARING PLAN | 401k | $4.1M | 15 | 2025 | |
| 003 | EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | CashBalance | $991K | 5 | 2025 |
Retirement plans