Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID E. CHAVEZ D.D.S., P.C.
EIN 20-0691489Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
7
8015 WEST ALAMEDA AVENUE, SUITE 140 - LAKEWOOD, CO 802263006303-984-0307
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 7 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
DAVID E. CHAVEZ D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID E. CHAVEZ D.D.S., P.C. 401(K) PLAN
401k
Assets$969K
Participants4
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 | DAVID E. CHAVEZ D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $3.0M | 3 | 2024 | |
| 002 | DAVID E. CHAVEZ D.D.S., P.C. 401(K) PLAN | 401k | $969K | 4 | 2024 |
Retirement plans