Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK L. PLEDGER, D.D.S., INC.
EIN 05-0569717medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
23
41011 CALIFORNIA OAKS ROAD,, SUITE 102 - MURRIETA, CA 92562951-600-1333osaoftv.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 23 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
MARK L. PLEDGER, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARK L. PLEDGER, DDS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants10
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 | MARK L. PLEDGER, D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 13 | 2025 | |
| 002 | MARK L. PLEDGER, DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 10 | 2025 |
Retirement plans