Assets by plan
Share of aggregate retirement assets
51%top
Filings through .
Sponsor portfolio
Gregory K. an D.D.S. Inc.
EIN 41-3551395Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
1690 WOODSIDE ROAD, SUITE 209 - REDWOOD CITY, CA 94061650-369-2555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 20 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
GREGORY K. AN, DDS, INC. 401(K) PLAN
401(k)
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GREGORY K. AN D.D.S. INC. CASH BALANCE PLAN
Cash balance
Assets$1.0M
Participants9
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 | GREGORY K. AN, DDS, INC. 401(K) PLAN | 401(k) | $1.1M | 11 | 2025 | |
| 002 | GREGORY K. AN D.D.S. INC. CASH BALANCE PLAN | Cash balance | $1.0M | 9 | 2025 |
Retirement plans