Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC
EIN 13-4191118Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
42
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 42 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
JAFFE, DDS, DUVALSAINT, DDS & SIEGLE DMD , PC INCENTIVE SAVINGS TRUST
401k
Assets$3.9M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants19
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 | JAFFE, DDS, DUVALSAINT, DDS & SIEGLE DMD , PC INCENTIVE SAVINGS TRUST | 401k | $3.9M | 23 | 2024 | |
| 002 | JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, P.C. CASH BALANCE PLAN | CashBalance | $1.1M | 19 | 2024 |
Retirement plans