Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEITH D. HOFFMANN, DDS, OMS
EIN 33-0623508Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$818K assets
Welfare
0
Participants
6
1500 E. KATELLA, SUITE R - ORANGE, CA 92867714-639-1333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $818K assets / 6 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
KEITH D. HOFFMANN, DDS, OMS PENSION PLAN
TraditionalDB
Assets$750K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEITH D. HOFFMANN, DDS, OMS RETIREMENT PLAN
ProfitSharing
Assets$68K
Participants4
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 | KEITH D. HOFFMANN, DDS, OMS PENSION PLAN | TraditionalDB | $750K | 2 | 2024 | |
| 002 | KEITH D. HOFFMANN, DDS, OMS RETIREMENT PLAN | ProfitSharing | $68K | 4 | 2024 |
Retirement plans