Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN C. DENNIS, M.D.
EIN 33-0541049medical practiceLatest filing 2024
Plans
2
Retirement
2
$833K assets
Welfare
0
Participants
4
1501 WESTCLIFF DRIVE, SUITE 325 - NEWPORT BEACH, CA 92660949-546-7500stevendavismd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $833K assets / 4 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
STEVEN C. DENNIS, M.D. CASH BALANCE PLAN
CashBalance
Assets$634K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEVEN C. DENNIS, M.D. 401(K) PLAN
401k
Assets$198K
Participants2
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 | STEVEN C. DENNIS, M.D. CASH BALANCE PLAN | CashBalance | $634K | 2 | 2024 | |
| 001 | STEVEN C. DENNIS, M.D. 401(K) PLAN | 401k | $198K | 2 | 2024 |
Retirement plans