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Sponsor portfolio

JOSHUA P TALLY DDS PLLC

EIN 92-1368638-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
31
5300 ALLEN RD - ALLEN PARK, MI 48101313-928-6684
Plans on this EIN
2 filings
#002401k-$807K - 16 part#001401k-$669K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DENTAL EXCELLENCE 401(K) (#002)55%
  • DENTAL EXCELLENCE 401(K) (#001)45%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL EXCELLENCE 401(K) (#002)16
  • DENTAL EXCELLENCE 401(K) (#001)15
Total 31Click 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

TALLY DENTAL EXCELLENCE 401(K) PLAN

401k

Assets$807K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TALLY DENTAL EXCELLENCE 401(K) PLAN

401k

Assets$669K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TALLY DENTAL EXCELLENCE 401(K) PLAN401k$807K162025
001TALLY DENTAL EXCELLENCE 401(K) PLAN401k$669K152024
Retirement plans
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