Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES W. MELLERT, DDS, APC
EIN 33-0056789Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
31
3480 TORRANCE BLVD, #100 - TORRANCE, CA 905035636310-543-1234
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 31 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#004
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN
TraditionalDB
Assets$863K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN
ProfitSharing
Assets$206K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN | TraditionalDB | $863K | 16 | 2024 | |
| 003 | JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN | ProfitSharing | $206K | 15 | 2024 |
Retirement plans