Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SREELATHA YASALAPU, DDS, INC.
EIN 26-0864567Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$4.0M assets
Welfare
0
Participants
58
3409 CALLOWAY DRIVE, SUITE 401 - BAKERSFIELD, CA 93311661-410-1234
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.0M assets / 58 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
SREELATHA YASALAPU DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SREELATHA YASALAPU DDS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$117K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SREELATHA YASALAPU DDS, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 8 | 2025 | |
| 001 | KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 9 | 2025 | |
| 003 | SREELATHA YASALAPU DDS, INC. PROFIT SHARING PLAN | ProfitSharing | $117K | 41 | 2025 |
Retirement plans