Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
JON S. SAYED, DDS, MS, INC.
EIN 33-0945240Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
6
30212 TOMAS STE 240 - RANCHO SANTA MARGARITA, CA 926882174949-888-8808
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M 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
JON S. SAYED, DDS, MS, INC. PROFIT SHARING
ProfitSharing
Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JON S. SAYED, DDS, MS, INC. 401(K) PLAN
401k
Assets$561K
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 | JON S. SAYED, DDS, MS, INC. PROFIT SHARING | ProfitSharing | $1.7M | 2 | 2024 | |
| 002 | JON S. SAYED, DDS, MS, INC. 401(K) PLAN | 401k | $561K | 4 | 2024 |
Retirement plans