PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MARK C. WARING, D.D.S.
Sponsor portfolio

MARK C. WARING, D.D.S.

EIN 86-0691964-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
19
2080 E. SOUTHERN AVENUE, SUITE 102 - TEMPE, AZ 85282480-820-4342LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$1.9M - 7 part#002401k-$469K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • BENEFIT PLAN II (#003)80%
  • D.D.S. 401K PLAN (#002)20%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • D.D.S. 401K PLAN (#002)12
  • BENEFIT PLAN II (#003)7
Total 19Click 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#003

MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II

TraditionalDB

Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK C. WARING, D.D.S. 401K PLAN

401k

Assets$469K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN IITraditionalDB$1.9M72024
002MARK C. WARING, D.D.S. 401K PLAN401k$469K122024
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