Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL LIBERTO, D.D.S.
EIN 22-3140152Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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
MICHAEL LIBERTO, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$949K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MICHAEL LIBERTO, D.D.S. 401(K) PLAN
401k
Assets$633K
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 | MICHAEL LIBERTO, D.D.S. CASH BALANCE PLAN | CashBalance | $949K | 4 | 2024 | |
| 002 | MICHAEL LIBERTO, D.D.S. 401(K) PLAN | 401k | $633K | 6 | 2024 |
Retirement plans