Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID H. GILBERT, D.D.S., M.S., M.B.A., INC.
EIN 95-3155819medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 32 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#003
DAVID H. GILBERT, D.D.S., M.S., M.B.A., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID H. GILBERT, D.D.S., M.S., M.B.A., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
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 | |
|---|---|---|---|---|---|---|
| 003 | DAVID H. GILBERT, D.D.S., M.S., M.B.A., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 14 | 2025 | |
| 002 | DAVID H. GILBERT, D.D.S., M.S., M.B.A., INC. 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 18 | 2025 |
Retirement plans