Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JESSE H. KO DMD INC.
EIN 46-1901994Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
13
111 DEERWOOD RD., STE. 185 - SAN RAMON, CA 94583925-272-7868
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 13 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
TRI VALLEY ORTHODONTICS RETIREMENT PLAN
401k
Assets$931K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN
TraditionalDB
Assets$625K
Participants5
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 | TRI VALLEY ORTHODONTICS RETIREMENT PLAN | 401k | $931K | 8 | 2025 | |
| 002 | TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN | TraditionalDB | $625K | 5 | 2025 |
Retirement plans