Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SARA FONSECA, D.D.S., P.A.
EIN 22-3188629Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
11
1690 DEL HAVEN DRIVE - DELRAY BEACH, FL 33483856-313-3654
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 11 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
SARA FONSECA, D.D.S., P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$12.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SARA FONSECA, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
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 | SARA FONSECA, D.D.S., P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $12.6M | 7 | 2025 | |
| 003 | SARA FONSECA, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2024 |
Retirement plans