PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BAR AND SMITH DENTAL, P.C.
Sponsor portfolio

BAR AND SMITH DENTAL, P.C.

EIN 85-3491903-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$304K assets
Welfare
0
Participants
21
200 E 24TH STREET SUITE 101 - NEW YORK, NY 10010212-679-0808barandsmithdental.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$208K - 14 part#001401k-$95K - 7 part

Retirement portfolio analytics

2 plans aggregated / $304K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • DENTAL, P.C. 401(K) (#001)31%
Total $304KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)14
  • DENTAL, P.C. 401(K) (#001)7
Total 21Click 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#002

BAR AND SMITH DENTAL, P.C. CASH BALANCE PLAN

CashBalance

Assets$208K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAR AND SMITH DENTAL, P.C. 401(K) PLAN

401k

Assets$95K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAR AND SMITH DENTAL, P.C. CASH BALANCE PLANCashBalance$208K142024
001BAR AND SMITH DENTAL, P.C. 401(K) PLAN401k$95K72025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica