Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOEL R. CLARK, D.D.S.
EIN 26-4669576Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
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 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
JOEL R. CLARK, D.D.S. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TREVOR M. JENSEN, D.D.S. 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOEL R. CLARK, D.D.S. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.5M | 16 | 2024 | |
| 001 | TREVOR M. JENSEN, D.D.S. 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 17 | 2025 |
Retirement plans