Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEVER FAMILY DENTISTRY, PLLC
EIN 85-4257064medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
25
512 S TRUMBULL ST - BAY CITY, MI 48708989-892-7663thebaycitydentist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 25 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
BEVER FAMILY DENTISTRY 401(K) PLAN
401k
Assets$872K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEVER FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$337K
Participants11
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 | BEVER FAMILY DENTISTRY 401(K) PLAN | 401k | $872K | 14 | 2025 | |
| 002 | BEVER FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $337K | 11 | 2025 |
Retirement plans