Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASAF STEVEN HEVER D.D.S., INC.
EIN 42-1703649Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
860 HAMPSHIRE ROAD #E - WESTLAKE VILLAGE, CA 91361805-777-7447
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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
FINESSE DENTAL CARE 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FINESSE DENTAL CARE CASH BALANCE PENSION PLAN
CashBalance
Assets$971K
Participants5
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 | FINESSE DENTAL CARE 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 9 | 2025 | |
| 002 | FINESSE DENTAL CARE CASH BALANCE PENSION PLAN | CashBalance | $971K | 5 | 2025 |
Retirement plans