Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC.
EIN 26-0616958Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$5.3M assets
Welfare
0
Participants
33
61 LONG COURT, SUITE #101 - THOUSAND OAKS, CA 91360805-446-0162
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.3M assets / 33 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#003
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN
CashBalance
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN
401k
Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$360K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN | CashBalance | $3.4M | 9 | 2025 | |
| 001 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN | 401k | $1.6M | 15 | 2025 | |
| 002 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN | ProfitSharing | $360K | 9 | 2025 |
Retirement plans