Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
ADRIAN VOGT DDS, MSD AND TOM ELLERHORST DDS, MSD INC.
EIN 20-8099643Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
13
256 N. SAN MATEO DR. #1 - SAN MATEO, CA 94401650-343-3603
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 13 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
ADRIAN VOGT DDS AND TOM ELLERHORST DDS MSD INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ADRIAN VOGT DDS AND TOM ELLERHORST DDS MSD INC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADRIAN VOGT DDS AND TOM ELLERHORST DDS MSD INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.7M | 7 | 2025 | |
| 002 | ADRIAN VOGT DDS AND TOM ELLERHORST DDS MSD INC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.1M | 6 | 2025 |
Retirement plans