Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASEY K. SHIMANE, D.D.S., A.P.C.
EIN 20-2069653health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
30
20406 REDWOOD ROAD, SUITE G - CASTRO VALLEY, CA 945464317510-885-8720shimaneoralsurgery.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 30 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
CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN
401k
Assets$4.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASEY K. SHIMANE, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants14
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 | CASEY K. SHIMANE, D.D.S., A.P.C. 401K PROFIT SHARING PLAN | 401k | $4.3M | 16 | 2025 | |
| 002 | CASEY K. SHIMANE, D.D.S. CASH BALANCE PLAN | CashBalance | $2.0M | 14 | 2025 |
Retirement plans