Assets by plan
Share of aggregate retirement assets
Filings through .
Joel R. Clark, D.D.S.
EIN 26-4669576Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Health & Benefits
0
Participants
33
1810 S CRISMON ROAD, SUITE 189 - MESA, AZ 85209888-412-4015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 33 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JOEL R. CLARK, D.D.S. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$5.5M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TREVOR M. JENSEN, D.D.S. 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.9M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JOEL R. CLARK, D.D.S. DEFINED BENEFIT PENSION PLAN | Traditional DB | $5.5M | 16 | 2024 |
| #001 | TREVOR M. JENSEN, D.D.S. 401(K) PROFIT SHARING PLAN | 401(k) | $3.9M | 17 | 2025 |
- #002 · Traditional DB · 202416
- #001 · 401(k) · 202517
Retirement plans