Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
RAFAEL ALCALDE, DDS, PA
EIN 20-4593420Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
18
5150 MASON CORBIN COURT, SUITE 2 - FORT MYERS, FL 33907239-274-3794
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 18 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
RAFAEL ALCALDE, DDS, PA 401(K) PLAN
401k
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RAFAEL ALCALDE, DDS, PA CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
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 | RAFAEL ALCALDE, DDS, PA 401(K) PLAN | 401k | $2.2M | 9 | 2025 | |
| 002 | RAFAEL ALCALDE, DDS, PA CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 9 | 2025 |
Retirement plans