Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID R. TELLES, D.D.S., A PROFESSIONAL CORPORATION
EIN 46-2860593Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
29
7677 CENTER AVENUE, SUITE 206 - HUNTINGTON BEACH, CA 92647714-766-6560
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 29 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
DAVID R. TELLES, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID R. TELLES, D.D.S., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants17
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 | DAVID R. TELLES, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN | TraditionalDB | $1.8M | 12 | 2024 | |
| 002 | DAVID R. TELLES, D.D.S., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 17 | 2024 |
Retirement plans