PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ERIC BARNES, DDS, INC.
Sponsor portfolio

ERIC BARNES, DDS, INC.

EIN 27-5219831-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
17
1307 ESPLANADE SUITE 1 - CHICO, CA 95926530-831-0207LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.6M - 8 part#002CashBalance-$1.3M - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)9
  • PROFIT SHARING PLAN (#001)8
Total 17Click 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#001

ERIC BARNES, DDS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERIC BARNES, DDS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERIC BARNES, DDS, INC. 401(K) PROFIT SHARING PLAN401k$1.6M82025
002ERIC BARNES, DDS, INC. CASH BALANCE PLANCashBalance$1.3M92025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica