Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
STONE OAK DENTAL PLLC
EIN 84-4917739medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
17
335 E. SONTERRA BLVD, STE 150 - SAN ANTONIO, TX 78258210-402-6212mystoneoakdental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 17 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
STONE OAK DENTAL CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$816K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STONE OAK DENTAL 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$287K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STONE OAK DENTAL CASH BALANCE PENSION PLAN & TRUST | CashBalance | $816K | 7 | 2024 | |
| 001 | STONE OAK DENTAL 401(K) PROFIT SHARING PLAN & TRUST | 401k | $287K | 10 | 2024 |
Retirement plans