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Sponsor portfolio

SMILES ON FAMILY DENTAL PRACTICE OF NA AHN DDS, INC

EIN 45-3962258-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
17
1984 FOXWORTHY AVE. - SAN JOSE, CA 95124408-377-2225
Plans on this EIN
2 filings
#002CashBalance-$3.0M - 6 part#001401k-$603K - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN & TRUST (#002)83%
  • PLAN & TRUST (#001)17%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • PLAN & TRUST (#002)6
Total 17Click 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

SMILES ON FAMILY DENTAL PRACTICE CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SMILES ON FAMILY DENTAL PRACTICE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$603K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMILES ON FAMILY DENTAL PRACTICE CASH BALANCE PENSION PLAN & TRUSTCashBalance$3.0M62024
001SMILES ON FAMILY DENTAL PRACTICE 401(K) PROFIT SHARING PLAN & TRUST401k$603K112024
Retirement plans
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