Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
DANIELA A. ZAMBON, DDS, MS, PC
EIN 27-3735936Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$933K assets
Welfare
0
Participants
11
1757 BROAD PARK CIRCLE NORTH, SUITE - MANSFIELD, TX 76063817-682-7101periozambon.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $933K assets / 11 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
DANIELA A. ZAMBON, DDS, MS, PC 401K PLAN
401k
Assets$722K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIELA A. ZAMBON, DDS, MS, PC CASH BALANCE PLAN
CashBalance
Assets$211K
Participants4
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 | DANIELA A. ZAMBON, DDS, MS, PC 401K PLAN | 401k | $722K | 7 | 2025 | |
| 002 | DANIELA A. ZAMBON, DDS, MS, PC CASH BALANCE PLAN | CashBalance | $211K | 4 | 2025 |
Retirement plans