Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LSV FAMILY DENTAL LLC
EIN 86-2249935Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$537K assets
Welfare
1
Participants
19
2700 W. LINCOLN AVE. - MILWAUKEE, WI 53215414-645-0217
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $537K assets / 13 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
LSV FAMILY DENTAL LLC CASH BALANCE PLAN
CashBalance
Assets$386K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LSV FAMILY DENTAL LLC 401(K) PROFIT SHARING PLAN
401k
Assets$151K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
LSV FAMILY DENTAL LLC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LSV FAMILY DENTAL LLC CASH BALANCE PLAN | CashBalance | $386K | 6 | 2024 | |
| 001 | LSV FAMILY DENTAL LLC 401(K) PROFIT SHARING PLAN | 401k | $151K | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | LSV FAMILY DENTAL LLC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans