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  2. PEARL DENTAL & MEDICAL SERVICES, INC.
Sponsor portfolio

PEARL DENTAL & MEDICAL SERVICES, INC.

EIN 27-4619431-medical practice-Latest filing 2024
Plans
2
Retirement
2
$921K assets
Welfare
0
Participants
20
1265 E SHAW AVE., SUITE 100 - FRESNO, CA 93710559-224-0103LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$736K - 8 part#001401k-$185K - 12 part

Retirement portfolio analytics

2 plans aggregated / $921K assets / 20 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • SERVICES, INC. 401(K) (#001)20%
Total $921KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click 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

PEARL DENTAL & MEDICAL SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$736K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PEARL DENTAL & MEDICAL SERVICES, INC. 401(K) PLAN

401k

Assets$185K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PEARL DENTAL & MEDICAL SERVICES, INC. CASH BALANCE PLANCashBalance$736K82024
001PEARL DENTAL & MEDICAL SERVICES, INC. 401(K) PLAN401k$185K122024
Retirement plans
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