Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
JILL MARTENSON, D.D.S.
EIN 46-3888109Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
15
1331 GRAND AVE - PIEDMONT, CA 946101019510-652-2911
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 15 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
PIEDMONT DENTAL BY DESIGN PROFIT SHARING 401K PLAN
401k
Assets$3.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PIEDMONT DENTAL BY DESIGN CASH BALANCE PLAN
CashBalance
Assets$889K
Participants7
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 | PIEDMONT DENTAL BY DESIGN PROFIT SHARING 401K PLAN | 401k | $3.1M | 8 | 2024 | |
| 002 | PIEDMONT DENTAL BY DESIGN CASH BALANCE PLAN | CashBalance | $889K | 7 | 2024 |
Retirement plans