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Sponsor portfolio

PRIORITY ENDODONTICS, LLC

EIN 87-3229121-medical practice-Latest filing 2025
Plans
3
Retirement
3
$457K assets
Welfare
0
Participants
15
9918 ILLINOIS RD. - FORT WAYNE, IN 468045770260-888-3502priorityendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$270K - 6 part#003CashBalance-$113K - 6 part#001401k-$74K - 3 part

Retirement portfolio analytics

3 plans aggregated / $457K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • PLAN AND TRUST (#003)25%
  • PLAN & TRUST (#001)16%
Total $457KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)6
  • PLAN AND TRUST (#003)6
  • PLAN & TRUST (#001)3
Total 15Click 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#002

PRIORITY ENDODONTICS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$270K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRIORITY ENDODONTICS, LLC CASH BALANCE PLAN AND TRUST

CashBalance

Assets$113K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PRIORITY ENDODONTICS, LLC RETIREMENT PLAN & TRUST

401k

Assets$74K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PRIORITY ENDODONTICS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$270K62025
003PRIORITY ENDODONTICS, LLC CASH BALANCE PLAN AND TRUSTCashBalance$113K62025
001PRIORITY ENDODONTICS, LLC RETIREMENT PLAN & TRUST401k$74K32024
Retirement plans
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