Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
GREGG S. SVOMA, D.D.S., P.C.
EIN 86-1062947Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
7130 EAST COUNTY ROAD 150 S - AVON, IN 461238190317-837-8900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 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#002
SVOMA DESIGN IN DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$992K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SVOMA DESIGN IN DENTISTRY EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$832K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SVOMA DESIGN IN DENTISTRY CASH BALANCE PLAN | CashBalance | $992K | 3 | 2025 | |
| 001 | SVOMA DESIGN IN DENTISTRY EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $832K | 4 | 2025 |
Retirement plans