Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID C. MENG, D.D.S., INC.
EIN 37-1517136Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
33
1286 KIFER ROAD, SUITE 105 - SUNNYVALE, CA 94086408-736-8880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 33 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
DAVID C. MENG, D.D.S., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID C. MENG, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants17
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 | DAVID C. MENG, D.D.S., INC. PROFIT SHARING 401(K) PLAN | 401k | $2.2M | 16 | 2024 | |
| 002 | DAVID C. MENG, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $2.0M | 17 | 2024 |
Retirement plans