Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
TODD H. MABRY, DDS, PC
EIN 86-1021185marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
31
8595 E BELL RD, SUITE D100 - SCOTTSDALE, AZ 85260480-538-5210toddmabrydds.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 31 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
TODD H. MABRY, DDS, PC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TODD H. MABRY, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$925K
Participants14
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 | TODD H. MABRY, DDS, PC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.5M | 17 | 2025 | |
| 002 | TODD H. MABRY, DDS, PC CASH BALANCE PLAN | CashBalance | $925K | 14 | 2025 |
Retirement plans