Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
TAYLOR M OLSEN DDS INC.
EIN 26-3924226Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$608K assets
Welfare
0
Participants
13
31920 DEL OBISPO ST., SUITE 265 - SAN JUAN CAPISTRANO, CA 92675949-542-7799
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $608K assets / 13 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
TAYLOR M OLSEN DDS INC. 401(K) PLAN
401k
Assets$463K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TAYLOR M. OLSEN DDS INC. CASH BALANCE PLAN
CashBalance
Assets$145K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAYLOR M OLSEN DDS INC. 401(K) PLAN | 401k | $463K | 7 | 2024 | |
| 002 | TAYLOR M. OLSEN DDS INC. CASH BALANCE PLAN | CashBalance | $145K | 6 | 2024 |
Retirement plans