Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS J. POKSAY, D.M.D.
EIN 20-8089938health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
20
226 MONTURA WAY - NOVATO, CA 94949415-883-0588novatodentist.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 20 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
THOMAS J. POKSAY, D.M.D. CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants10
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 | THOMAS J. POKSAY, D.M.D. CASH BALANCE PLAN | CashBalance | $2.9M | 10 | 2025 | |
| 001 | THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 10 | 2025 |
Retirement plans