Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES A. FORESTER, D.D.S., INC.
EIN 45-4838501Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
33
620 CALIFORNIA BOULEVARD, SUITE G - SAN LUIS OBISPO, CA 93401805-592-2020jameswatson-dds.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 33 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
COASTAL PEDIATRIC DENTISTRY PROFIT SHARING 401(K) PLAN
401k
Assets$1.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COASTAL PEDIATRIC DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$260K
Participants15
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 | COASTAL PEDIATRIC DENTISTRY PROFIT SHARING 401(K) PLAN | 401k | $1.2M | 18 | 2024 | |
| 002 | COASTAL PEDIATRIC DENTISTRY CASH BALANCE PLAN | CashBalance | $260K | 15 | 2024 |
Retirement plans