Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
J. JAY UEMURA, D.D.S., A DENTAL CORPORATION
EIN 45-4551484Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
3
$3.0M assets
Welfare
0
Participants
52
1416 TOWNVIEW LANE - SANTA ROSA, CA 95405707-525-0555
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.0M assets / 52 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
J JAY UEMURA DDS A DENTAL CORP 401(K) PROFIT SHARING PLAN AND T
401k
Assets$2.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
IPDI CASH BALANCE PLAN & TRUST
CashBalance
Assets$327K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IPDI RETIREMENT PLAN & TRUST
ProfitSharing
Assets$154K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J JAY UEMURA DDS A DENTAL CORP 401(K) PROFIT SHARING PLAN AND T | 401k | $2.5M | 20 | 2024 | |
| 003 | IPDI CASH BALANCE PLAN & TRUST | CashBalance | $327K | 15 | 2024 | |
| 002 | IPDI RETIREMENT PLAN & TRUST | ProfitSharing | $154K | 17 | 2024 |
Retirement plans