Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
ERIK A. STALDER DDS
EIN 27-2437267Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
15
5922 WAVERLY AVE - LA JOLLA, CA 92037858-349-8406
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 15 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
ERIK A. STALDER DDS 401(K) PLAN & TRUST
401k
Assets$2.1M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ERIK A. STALDER DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$480K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ERIK A. STALDER DDS 401(K) PLAN & TRUST | 401k | $2.1M | 9 | 2025 | |
| 002 | ERIK A. STALDER DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $480K | 6 | 2024 |
Retirement plans