Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$725K
Filings through .
Andrew Spath DDS Inc
EIN 27-1828853hospital & health careLatest filing 2025
Plans
3
Retirement
3
$1.3M assets
Health & Benefits
0
Participants
25
2121 E COAST HWY STE 290 - CORONA DEL MAR, CA 926251940949-720-1101newportbeach-dentist.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.3M assets / 25 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#001
ANDREW SPATH DDS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$725K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ANDREW SPATH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$474K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ANDREW SPATH DDS INC. PROFIT SHARING PLAN
Profit-sharing
Assets$105K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ANDREW SPATH DDS INC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $725K | 7 | 2025 |
| #003 | ANDREW SPATH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $474K | 7 | 2024 |
| #002 | ANDREW SPATH DDS INC. PROFIT SHARING PLAN | Profit-sharing | $105K | 11 | 2024 |
- #001 · 401(k) · 20257
- #003 · Traditional DB · 20247
- #002 · Profit-sharing · 202411
Retirement plans