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Sponsor portfolio

ESTELA E. CAEG-BUSTAMANTE, D.M.D.

EIN 20-3118324-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$657K assets
Welfare
0
Participants
4
PO BOX 881565 - SAN DIEGO, CA 92168858-254-1345
Plans on this EIN
2 filings
#001TraditionalDB-$406K - 2 part#002401k-$251K - 2 part

Retirement portfolio analytics

2 plans aggregated / $657K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DEFINED BENEFIT PLAN (#001)62%
  • PROFIT SHARING PLAN (#002)38%
Total $657KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ESTELA E. CAEG-BUSTAMANTE, D.M.D. DEFINED BENEFIT PLAN

TraditionalDB

Assets$406K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ESTELA E. CAEG-BUSTAMANTE, D.M.D. 401(K) PROFIT SHARING PLAN

401k

Assets$251K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ESTELA E. CAEG-BUSTAMANTE, D.M.D. DEFINED BENEFIT PLANTraditionalDB$406K22024
002ESTELA E. CAEG-BUSTAMANTE, D.M.D. 401(K) PROFIT SHARING PLAN401k$251K22024
Retirement plans
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