Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
GREGORY K. RABITZ, D.D.S., A PROFESSIONAL CORPORATION
EIN 20-0061253Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
57
1600 WILLOW STREET, SUITE 250 - SAN JOSE, CA 95125408-265-5880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 57 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
GREGORY K. RABITZ, D.D.S., A PROF CORP. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$6.6M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GREGORY K. RABITZ, D.D.S., A PROF CORP. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$4.0M
Participants26
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 | GREGORY K. RABITZ, D.D.S., A PROF CORP. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $6.6M | 31 | 2025 | |
| 003 | GREGORY K. RABITZ, D.D.S., A PROF CORP. CASH BALANCE PLAN AND TRUST | CashBalance | $4.0M | 26 | 2025 |
Retirement plans