Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOPHIA UPDIKE, DDS, INC.
EIN 30-0760278Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
29
13528 CHARLWOOD CIRCLE - CERRITOS, CA 90703949-870-9713
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 29 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#001
UPDIKE ORTHODONTICS 401(K) PLAN
401k
Assets$3.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOPHIA UPDIKE, DDS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPDIKE ORTHODONTICS 401(K) PLAN | 401k | $3.2M | 17 | 2025 | |
| 002 | SOPHIA UPDIKE, DDS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 12 | 2025 |
Retirement plans