Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARTINEZ FAMILY DENTAL, PC
EIN 27-1638066Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$333K assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $333K assets / 29 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
MARTINEZ FAMILY DENTAL, PC CASH BALANCE PLAN
CashBalance
Assets$181K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARTINEZ FAMILY DENTAL, PC 401K PROFIT SHARING PLAN
401k
Assets$152K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARTINEZ FAMILY DENTAL, PC CASH BALANCE PLAN | CashBalance | $181K | 8 | 2024 | |
| 002 | MARTINEZ FAMILY DENTAL, PC 401K PROFIT SHARING PLAN | 401k | $152K | 21 | 2024 |
Retirement plans