PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMARILLO DENTAL ASSOCIATES, PLLC
Sponsor portfolio

AMARILLO DENTAL ASSOCIATES, PLLC

EIN 87-3738682-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
26
4525 VAN WINKLE DR. - AMARILLO, TX 79119806-355-7463amarillodentalassociates.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.3M - 14 part#002CashBalance-$509K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN & TRUST (#001)71%
  • PLAN & TRUST (#002)29%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)14
  • PLAN & TRUST (#002)12
Total 26Click 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

AMARILLO DENTAL ASSOCIATES RETIREMENT PLAN & TRUST

401k

Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMARILLO DENTAL ASSOCIATES CASH BALANCE PLAN & TRUST

CashBalance

Assets$509K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMARILLO DENTAL ASSOCIATES RETIREMENT PLAN & TRUST401k$1.3M142025
002AMARILLO DENTAL ASSOCIATES CASH BALANCE PLAN & TRUSTCashBalance$509K122025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica