Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAM F. KHOURY, DMD, INC.
EIN 27-5032074Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
17
3000 ALAMO DRIVE, SUITE 206 - VACAVILLE, CA 95687707-451-1311
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 17 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
SAM F. KHOURY, DMD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAM F. KHOURY CASH BALANCE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.4M
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 | |
|---|---|---|---|---|---|---|
| 002 | SAM F. KHOURY, DMD, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 9 | 2025 | |
| 001 | SAM F. KHOURY CASH BALANCE DEFINED BENEFIT PENSION PLAN | CashBalance | $1.4M | 8 | 2025 |
Retirement plans