Assets by plan
Share of aggregate retirement assets
Filings through .
LSV Family Dental LLC
EIN 86-2249935Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$778K assets
Health & Benefits
1
Participants
23
2700 W. LINCOLN AVE. - MILWAUKEE, WI 53215414-645-0217
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $778K assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LSV FAMILY DENTAL LLC CASH BALANCE PLAN
Cash balance
Assets$520K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LSV FAMILY DENTAL LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$258K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
LSV FAMILY DENTAL LLC CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LSV FAMILY DENTAL LLC CASH BALANCE PLAN | Cash balance | $520K | 7 | 2025 |
| #001 | LSV FAMILY DENTAL LLC 401(K) PROFIT SHARING PLAN | 401(k) | $258K | 9 | 2025 |
- #002 · Cash balance · 20257
- #001 · 401(k) · 20259
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | LSV FAMILY DENTAL LLC CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans