Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES J. FORNI D.D.S. A DENTAL CORPORATION
EIN 46-2207167Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
2
4655 HOEN AVENUE #5 - SANTA ROSA, CA 95405707-544-2696
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 2 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#002
JAMES J. FORNI D.D.S. A DENTAL CORPORATION CASH BALANCE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES J. FORNI D.D.S. A DENTAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES J. FORNI D.D.S. A DENTAL CORPORATION CASH BALANCE DEFINED BENEFIT PENSION PLAN | CashBalance | $2.5M | 1 | 2024 | |
| 001 | JAMES J. FORNI D.D.S. A DENTAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 1 | 2024 |
Retirement plans