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  2. THEODORE BURNETT, DDS, INC. DBA LOS ANGELES DENTAL ARTS
Sponsor portfolio

THEODORE BURNETT, DDS, INC. DBA LOS ANGELES DENTAL ARTS

EIN 27-2634980-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
8540 S. SEPULVEDA BLVD., SUITE 918 - LOS ANGELES, CA 90045310-670-0379
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 4 part#001401k-$962K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • PROFIT SHARING PLAN (#001)34%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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#002

THEODORE BURNETT, DDS CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THEODORE BURNETT, DDS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$962K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THEODORE BURNETT, DDS CASH BALANCE PLANCashBalance$1.8M42024
001THEODORE BURNETT, DDS, INC. 401(K) PROFIT SHARING PLAN401k$962K72024
Retirement plans
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