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Sponsor portfolio

ANDREW SPATH DDS INC

EIN 27-1828853-hospital & health care-Latest filing 2025
Plans
3
Retirement
3
$1.3M assets
Welfare
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 filings
#001401k-$725K - 7 part#003TraditionalDB-$474K - 7 part#002ProfitSharing-$105K - 11 part

Retirement portfolio analytics

3 plans aggregated / $1.3M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#001)56%
  • DEFINED BENEFIT PENSION (#003)36%
  • PROFIT SHARING PLAN (#002)8%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • PLAN & TRUST (#001)7
  • DEFINED BENEFIT PENSION (#003)7
Total 25Click 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#001

ANDREW SPATH DDS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$725K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANDREW SPATH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$474K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDREW SPATH DDS INC. PROFIT SHARING PLAN

ProfitSharing

Assets$105K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ANDREW SPATH DDS INC 401(K) PROFIT SHARING PLAN & TRUST401k$725K72025
003ANDREW SPATH, D.D.S., INC. DEFINED BENEFIT PENSION PLANTraditionalDB$474K72024
002ANDREW SPATH DDS INC. PROFIT SHARING PLANProfitSharing$105K112024
Retirement plans
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