Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN ARIZONA PERIODONTICS, PLC
EIN 86-0810339medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
27
5225 EAST KNIGHT DRIVE - TUCSON, AZ 85712520-322-9300sazperio.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 27 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
SOUTHERN ARIZONA PERIODONTICS, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHERN ARIZONA PERIODONTICS, PLC PENSION PLAN
CashBalance
Assets$755K
Participants12
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 | SOUTHERN ARIZONA PERIODONTICS, PLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 15 | 2025 | |
| 002 | SOUTHERN ARIZONA PERIODONTICS, PLC PENSION PLAN | CashBalance | $755K | 12 | 2024 |
Retirement plans