Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH H. GREINER, D.D.S.
EIN 33-0001366medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
22
1801 WEST ROMNEYA DRIVE, SUITE 307 - ANAHEIM, CA 92801714-774-8360LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 22 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
JOSEPH H. GREINER, D.D.S. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH H. GREINER, D.D.S. RETIREMENT PLAN
401k
Assets$2.0M
Participants10
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 | JOSEPH H. GREINER, D.D.S. DEFINED BENEFIT PLAN | TraditionalDB | $3.4M | 12 | 2024 | |
| 001 | JOSEPH H. GREINER, D.D.S. RETIREMENT PLAN | 401k | $2.0M | 10 | 2024 |
Retirement plans