Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAN SIMON, D.D.S., DENTAL CORPORATION
EIN 27-1502254Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
16
595 BUCKINGHAM WAY, SUITE 532 - SAN FRANCISCO, CA 941321913415-566-2313
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 16 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
DAN SIMON, D.D.S., DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAN SIMON, D.D.S., DENTAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants8
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 | DAN SIMON, D.D.S., DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 8 | 2024 | |
| 001 | DAN SIMON, D.D.S., DENTAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 8 | 2024 |
Retirement plans