Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
ERIC PHELPS DDS MS AND JASON COHEN DDS MS, INC.
EIN 20-0087573Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
74
2075 FOREST AVENUE, SUITE 2 - SAN JOSE, CA 95128408-298-3433
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 74 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
ERIC PHELPS DDS MS AND JASON COHEN DDS MS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ERIC PHELPS DDS MD ERIC COHEN DDS MD INC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants28
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 | ERIC PHELPS DDS MS AND JASON COHEN DDS MS, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.7M | 46 | 2024 | |
| 002 | ERIC PHELPS DDS MD ERIC COHEN DDS MD INC CASH BALANCE PLAN | CashBalance | $1.2M | 28 | 2024 |
Retirement plans