Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCISCO J GARCIA, DMD, PA
EIN 27-2560122medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
53
11400 NORTH KENDALL DRIVE, STE. 105 - MIAMI, FL 33176305-330-2240LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 53 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
GARCIA ORTHODONTICS PENSION PLAN
CashBalance
Assets$1.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GARCIA ORTHODONTICS 401(K) PLAN
401k
Assets$620K
Participants31
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 | GARCIA ORTHODONTICS PENSION PLAN | CashBalance | $1.1M | 22 | 2024 | |
| 001 | GARCIA ORTHODONTICS 401(K) PLAN | 401k | $620K | 31 | 2024 |
Retirement plans