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  2. MARCY KAZEMINY DDS, INC.
Sponsor portfolio

MARCY KAZEMINY DDS, INC.

EIN 26-4679082-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
11
1676 STORY ROAD - SAN JOSE, CA 95122408-204-3543
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$855K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DDS, INC. PENSION (#002)56%
  • INC. RETIREMENT PLAN (#001)44%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)6
  • DDS, INC. PENSION (#002)5
Total 11Click 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#002

MARCY KAZEMINY DDS, INC. PENSION PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MARCY KAZEMINY DDS, INC. RETIREMENT PLAN

401k

Assets$855K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARCY KAZEMINY DDS, INC. PENSION PLANCashBalance$1.1M52024
001MARCY KAZEMINY DDS, INC. RETIREMENT PLAN401k$855K62025
Retirement plans
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