Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $3.7M assets / 25 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CYNTHIA ALLEN, DDS 401(K) PLAN | 401(k) | $3.0M | 5 | 2025 |
| #002 | CYNTHIA MORGAN ALLEN, D.D.S., CASH BALANCE PLAN | Cash balance | $625K | 9 | 2025 |
| #003 | CYNTHIA MORGAN ALLEN, D.D.S., PROFIT SHARING PLAN | Profit-sharing | $87K | 11 | 2025 |