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Sponsor portfolio

MARK J. KUNIHIRA D.D.S., INC.

EIN 36-4647502-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$617K assets
Welfare
0
Participants
23
440 NORTH MOUNTAIN AVE STE 304 - UPLAND, CA 91786909-949-2881
Plans on this EIN
2 filings
#002TraditionalDB-$520K - 10 part#001401k-$97K - 13 part

Retirement portfolio analytics

2 plans aggregated / $617K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN AND TRUST (#002)84%
  • PLAN AND TRUST (#001)16%
Total $617KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)13
  • PLAN AND TRUST (#002)10
Total 23Click 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

MARK J. KUNIHIRA D.D.S., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$520K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MARK J. KUNIHIRA D.D.S., INC. 401(K) PLAN AND TRUST

401k

Assets$97K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARK J. KUNIHIRA D.D.S., INC. DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$520K102024
001MARK J. KUNIHIRA D.D.S., INC. 401(K) PLAN AND TRUST401k$97K132024
Retirement plans
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