Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REBECCA KUPERSTEIN, DDS, MHP, MS, PC
EIN 20-3470188Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
24
539 SE CESAR CHAVEZ BLVD. - PORTLAND, OR 972143214503-236-3800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 24 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
PARKSIDE ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARKSIDE ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$999K
Participants11
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 | PARKSIDE ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 13 | 2024 | |
| 002 | PARKSIDE ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $999K | 11 | 2024 |
Retirement plans