Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
MARK H HOLT DDS MS INC
EIN 20-2099361Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
98
1421 SECRET RAVINE PKWY STE 12 - ROSEVILLE, CA 956616045916-786-9282
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 98 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
MARK H HOLT DDS MS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.0M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARK H. HOLT D.D.S., M.S.,INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants45
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 | MARK H HOLT DDS MS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.0M | 53 | 2025 | |
| 002 | MARK H. HOLT D.D.S., M.S.,INC. CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 45 | 2024 |
Retirement plans