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  2. JENNIFER YOUNG DDS INC.
Sponsor portfolio

JENNIFER YOUNG DDS INC.

EIN 26-3511515-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
18
3603 JAMISON WAY - CASTRO VALLEY, CA 94546510-881-1924
Plans on this EIN
2 filings
#001TraditionalDB-$784K - 7 part#002401k-$651K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DDS INC. PENSION (#001)55%
  • INC. RETIREMENT PLAN (#002)45%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)11
  • DDS INC. PENSION (#001)7
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JENNIFER YOUNG DDS INC. PENSION PLAN

TraditionalDB

Assets$784K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JENNIFER YOUNG DDS, INC. RETIREMENT PLAN

401k

Assets$651K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JENNIFER YOUNG DDS INC. PENSION PLANTraditionalDB$784K72024
002JENNIFER YOUNG DDS, INC. RETIREMENT PLAN401k$651K112024
Retirement plans
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