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Sponsor portfolio

MARSHALL D. KURTZ, D.M.D., P.C.

EIN 87-0768534-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
29
129 PARK AVENUE - DANBURY, CT 06810203-790-0183greaterctoralsurgery.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.2M - 20 part#002CashBalance-$661K - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)20
  • CASH BALANCE PLAN (#002)9
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARSHALL D. KURTZ, D.M.D. P.C. DBA GREATER CONNECTICUT ORAL & DENTAL IMPLANT SURGERY 401(K) PROFIT SHARING PLAN

401k

Assets$3.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GREATER CONNECTICUT ORAL & DENTAL IMPLANT SURGERY CASH BALANCE PLAN

CashBalance

Assets$661K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARSHALL D. KURTZ, D.M.D. P.C. DBA GREATER CONNECTICUT ORAL & DENTAL IMPLANT SURGERY 401(K) PROFIT SHARING PLAN401k$3.2M202024
002GREATER CONNECTICUT ORAL & DENTAL IMPLANT SURGERY CASH BALANCE PLANCashBalance$661K92024
Retirement plans
Welfare plans
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