Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTE J SMITH DDS & ASSOCIATES
EIN 27-3525372hospital & health careLatest filing 2025
Plans
2
Retirement
2
$835K assets
Welfare
0
Participants
18
11230 GOLD EXPRESS DRIVE, SUITE 310-406 - GOLD RIVER, CA 95670530-432-3280LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $835K assets / 18 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
MONTE J SMITH DDS 401(K) AND PROFIT SHARING PLAN
401k
Assets$527K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONTE J SMITH DDS & ASSOCIATES 401(K) PLAN
401k
Assets$309K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTE J SMITH DDS 401(K) AND PROFIT SHARING PLAN | 401k | $527K | 10 | 2024 | |
| 002 | MONTE J SMITH DDS & ASSOCIATES 401(K) PLAN | 401k | $309K | 8 | 2025 |
Retirement plans