Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH D. FRIDGEN, DDS, INC.
EIN 20-3968747Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
73
189 N. BASCOM AVE. STE 200 - SAN JOSE, CA 95128408-286-6315
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 73 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
JOSEPH D. FRIDGEN, DDS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$4.0M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH D FRIDGEN DDS INC. CASH BALANCE PLAN
CashBalance
Assets$753K
Participants25
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 | JOSEPH D. FRIDGEN, DDS, INC. PROFIT SHARING PLAN | ProfitSharing | $4.0M | 48 | 2025 | |
| 002 | JOSEPH D FRIDGEN DDS INC. CASH BALANCE PLAN | CashBalance | $753K | 25 | 2025 |
Retirement plans