Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH MARVIZI, D.D.S., INC.
EIN 33-0848530Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
38
3720 GOSFORD ROAD SUITE C - BAKERSFIELD, CA 93309310-367-2243
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 38 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 MARVIZI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH MARVIZI, D.D.S., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants26
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 MARVIZI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 12 | 2024 | |
| 001 | JOSEPH MARVIZI, D.D.S., INC. PROFIT SHARING PLAN | ProfitSharing | $1.5M | 26 | 2024 |
Retirement plans