Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION
EIN 20-4775011Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
21
16625 DOVE CANYON ROAD SUITE 103 - SAN DIEGO, CA 921272859858-674-9999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 21 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#002
JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN
401k
Assets$1.1M
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 | |
|---|---|---|---|---|---|---|
| 002 | JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION CASH BALANCE PLAN | CashBalance | $2.5M | 12 | 2024 | |
| 001 | JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN | 401k | $1.1M | 9 | 2024 |
Retirement plans