Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAY R. GALATI, D.D.S., M.S.D., P.C.
EIN 20-4548131medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
17
8573 EAST PRINCESS DRIVE, SUITE 203 - SCOTTSDALE, AZ 85255480-656-7801galatismiles.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 17 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
JAY R. GALATI, D.D.S., M.S.D., P.C. PROFIT SHARING PLAN
401k
Assets$3.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY R. GALATI, D.D.S., M.S.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants9
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 | JAY R. GALATI, D.D.S., M.S.D., P.C. PROFIT SHARING PLAN | 401k | $3.5M | 8 | 2025 | |
| 002 | JAY R. GALATI, D.D.S., M.S.D., P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 9 | 2025 |
Retirement plans