Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID A. FOSSETT, D.D.S., A PROFESSIONAL CORPORATION
EIN 45-3308823Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 27 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 A. FOSSETT, D.D.S., APC 401(K) PLAN
401k
Assets$1.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID A. FOSSETT, D.D.S., APC CASH BALANCE PLAN
CashBalance
Assets$479K
Participants12
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 A. FOSSETT, D.D.S., APC 401(K) PLAN | 401k | $1.0M | 15 | 2024 | |
| 002 | DAVID A. FOSSETT, D.D.S., APC CASH BALANCE PLAN | CashBalance | $479K | 12 | 2024 |
Retirement plans