Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANDONA, CURRY & OH, ORTHODONTICS, INC.
EIN 46-1723779medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
57
28040 DOROTHY DRIVE, SUITE 101 - AGOURA HILLS, CA 91301818-889-9846agourahillsortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 57 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#003
DANDONA, CURRY & OH 401(K) PROFIT SHARING PLAN
401k
Assets$5.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DANDONA, CURRY & OH DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DANDONA, CURRY & OH 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 37 | 2024 | |
| 005 | DANDONA, CURRY & OH DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 20 | 2024 |
Retirement plans