Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
JOHN T. ELI, DMD, MSD, INC.
EIN 20-8429638Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
22
21791 LAKE FOREST DRIVE, SUITE 204 - LAKE FOREST, CA 92630949-855-8480
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 22 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
JOHN T. ELI, DMD, MSD, INC. AND JENNIFER ELI, DMD, INC. 401(K) PLAN
401k
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN T. ELI, DMD, MSD, INC. AND JENNIFER ELI, DMD, INC. CASH BALANCE PLAN
CashBalance
Assets$948K
Participants11
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 | JOHN T. ELI, DMD, MSD, INC. AND JENNIFER ELI, DMD, INC. 401(K) PLAN | 401k | $2.0M | 11 | 2025 | |
| 003 | JOHN T. ELI, DMD, MSD, INC. AND JENNIFER ELI, DMD, INC. CASH BALANCE PLAN | CashBalance | $948K | 11 | 2025 |
Retirement plans