Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
VERTEX ENDODONTICS PLLC
EIN 88-3174835medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
39
2125 W. ROSCOE STREET, UNIT 2 - CHICAGO, IL 60618773-373-0785vertexendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 39 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#001
VERTEX ENDODONTICS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VERTEX ENDODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$505K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERTEX ENDODONTICS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.9M | 21 | 2025 | |
| 002 | VERTEX ENDODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $505K | 18 | 2025 |
Retirement plans