Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Wandell Dental Corporation
EIN 99-1790797Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$624K assets
Welfare
0
Participants
21
620 S. DORA STREET, SUITE 205 - UKIAH, CA 95482650-714-3694
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $624K assets / 21 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#002
LELIS WANDELL DENTAL PARTNERSHIP CASH BALANCE PENSION PLAN
Cash balance
Assets$508K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WANDELL DENTAL CORPORATION RETIREMENT PLAN
401(k)
Assets$116K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LELIS WANDELL DENTAL PARTNERSHIP CASH BALANCE PENSION PLAN | Cash balance | $508K | 10 | 2025 | |
| 001 | WANDELL DENTAL CORPORATION RETIREMENT PLAN | 401(k) | $116K | 11 | 2025 |
Retirement plans