Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
CHAD W. CASSADY, DDS, MS, INC.
EIN 27-3762269Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$760K assets
Welfare
0
Participants
30
335 EL DORADO ST. #3 - MONTEREY, CA 93923831-624-8244
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $760K assets / 30 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
CHAD W. CASSADY, DDS, MS, INC. CASH BALANCE PLAN
CashBalance
Assets$417K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHAD W. CASSADY, DDS, MS, INC. 401(K) PLAN
401k
Assets$343K
Participants17
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 | CHAD W. CASSADY, DDS, MS, INC. CASH BALANCE PLAN | CashBalance | $417K | 13 | 2024 | |
| 001 | CHAD W. CASSADY, DDS, MS, INC. 401(K) PLAN | 401k | $343K | 17 | 2024 |
Retirement plans