Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK A. KRETZ, D.D.S., A.P.C.
EIN 33-0596107medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
14
3951 LIGGETT DRIVE - SAN DIEGO, CA 921062005619-985-8384markkretzdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 14 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
MARK A. KRETZ, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK A. KRETZ, D.D.S., A.P.C., CROSS-TESTED 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants8
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 | MARK A. KRETZ, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 6 | 2024 | |
| 001 | MARK A. KRETZ, D.D.S., A.P.C., CROSS-TESTED 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 8 | 2024 |
Retirement plans