Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID J. ALLEY, D.D.S., A PROFESSIONAL CORPORATION
EIN 26-0501639medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
31
300 E. YORBA LINDA BLVD., SUITE E - PLACENTIA, CA 92870714-524-1062LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 31 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
DAVID J. ALLEY, D.D.S., APC RETIREMENT PLAN
401k
Assets$5.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID J. ALLEY, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants9
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 | DAVID J. ALLEY, D.D.S., APC RETIREMENT PLAN | 401k | $5.6M | 22 | 2024 | |
| 002 | DAVID J. ALLEY, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 9 | 2024 |
Retirement plans