Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
YUMA FAMILY DENTAL, PLLC
EIN 86-0959189Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
2201 S AVENUE A, STE 101 - YUMA, AZ 85364928-783-2218
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 26 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
YUMA FAMILY DENTAL PLLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YUMA FAMILY DENTAL CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$264K
Participants10
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 | YUMA FAMILY DENTAL PLLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.0M | 16 | 2025 | |
| 002 | YUMA FAMILY DENTAL CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $264K | 10 | 2024 |
Retirement plans