Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH VINCENT QUEVEDO, DDS, PC
EIN 20-8413353Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
10
20 HAGEN DRIVE SUTE 310 - ROCHESTER, NY 146252664585-248-2200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 10 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
JOSEPH QUEVEDO, DDS PC 401(K) RETIREMENT PLAN
401k
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH VINCENT QUEVEDO, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$150K
Participants3
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 | JOSEPH QUEVEDO, DDS PC 401(K) RETIREMENT PLAN | 401k | $3.4M | 7 | 2024 | |
| 002 | JOSEPH VINCENT QUEVEDO, DDS, PC CASH BALANCE PLAN | CashBalance | $150K | 3 | 2024 |
Retirement plans