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Sponsor portfolio

JEFFERY S WEBB DDS

EIN 46-2789143-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
7
662 CANTERBURY CIRCLE - VACAVILLE, CA 95687707-422-8282jefferyswebbdds.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$881K - 4 part#002TraditionalDB-$700K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DDS 401K PLAN (#001)56%
  • DEFINED BENEFIT PLAN (#002)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS 401K PLAN (#001)4
  • DEFINED BENEFIT PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JEFFERY S WEBB DDS 401K PLAN

401k

Assets$881K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEFFERY S WEBB DDS DEFINED BENEFIT PLAN

TraditionalDB

Assets$700K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEFFERY S WEBB DDS 401K PLAN401k$881K42024
002JEFFERY S WEBB DDS DEFINED BENEFIT PLANTraditionalDB$700K32024
Retirement plans
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