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Sponsor portfolio

M&M SMILES PLLC

EIN 84-1959108-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$588K assets
Welfare
0
Participants
10
2522 YALE STREET, SUITE 210 - HOUSTON, TX 77008832-409-0400
Plans on this EIN
2 filings
#001401k-$309K - 5 part#002CashBalance-$278K - 5 part

Retirement portfolio analytics

2 plans aggregated / $588K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DR. ANTOUN 401(K) (#001)53%
  • CASH BALANCE PENSION (#002)47%
Total $588KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DR. ANTOUN 401(K) (#001)5
  • CASH BALANCE PENSION (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DR. ANTOUN 401(K) PLAN

401k

Assets$309K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAPPHIRE SMILES CASH BALANCE PENSION PLAN

CashBalance

Assets$278K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DR. ANTOUN 401(K) PLAN401k$309K52024
002SAPPHIRE SMILES CASH BALANCE PENSION PLANCashBalance$278K52024
Retirement plans
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