Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMANDA TAM DDS INC.
EIN 27-4788539Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
6
23033 LYONS AVE STE 5 - NEWHALL, CA 91321661-255-0400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 6 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
DR. TAM'S ENDODONTICS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DR. TAM'S ENDODONTICS 401K PLAN
401k
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR. TAM'S ENDODONTICS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 3 | 2024 | |
| 001 | DR. TAM'S ENDODONTICS 401K PLAN | 401k | $1.5M | 3 | 2024 |
Retirement plans