Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
KEVEN S. HEROLD, DDS, APDC
EIN 20-3811040Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
22
11199 SORRENTO VALLEY ROAD, STE 204 - SAN DIEGO, CA 92121
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 22 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#003
KEVEN S. HEROLD, DDS, APDC DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEVEN S. HEROLD, DDS, APDC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.8M
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 | |
|---|---|---|---|---|---|---|
| 003 | KEVEN S. HEROLD, DDS, APDC DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $1.8M | 11 | 2024 | |
| 002 | KEVEN S. HEROLD, DDS, APDC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.8M | 11 | 2024 |
Retirement plans