Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTFALL DENTAL PRACTICE, PLLC
EIN 86-1742845medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
28
1901 LAC DE VILLE BOULEVARD - ROCHESTER, NY 14618585-461-1200westfalldental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 28 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
WESTFALL DENTAL SECTION 401(K) PLAN
401k
Assets$5.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WESTFALL DENTAL LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$259K
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 | |
|---|---|---|---|---|---|---|
| 002 | WESTFALL DENTAL SECTION 401(K) PLAN | 401k | $5.8M | 16 | 2025 | |
| 004 | WESTFALL DENTAL LLP CASH BALANCE PENSION PLAN | CashBalance | $259K | 12 | 2025 |
Retirement plans