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  2. SUZANNE M.M. POPP, DDS, INC.
Sponsor portfolio

SUZANNE M.M. POPP, DDS, INC.

EIN 33-0941958-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$749K assets
Welfare
0
Participants
13
1010 8TH STREET - CORONADO, CA 92118619-435-4444
Plans on this EIN
2 filings
#002TraditionalDB-$613K - 5 part#001401k-$136K - 8 part

Retirement portfolio analytics

2 plans aggregated / $749K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN & TRUST (#002)82%
  • PLAN & TRUST (#001)18%
Total $749KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • PLAN & TRUST (#002)5
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUZANNE M.M. POPP, DDS, INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$613K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUZANNE M.M. POPP, DDS, INC. 401(K) PLAN & TRUST

401k

Assets$136K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUZANNE M.M. POPP, DDS, INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$613K52024
001SUZANNE M.M. POPP, DDS, INC. 401(K) PLAN & TRUST401k$136K82024
Retirement plans
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