Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
ELENA HEREDIA, DDS, INC.
EIN 46-4113845Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
20
3210 FILLMORE ST, STE 2 - SAN FRANCISCO, CA 94123415-921-4132
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 20 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
ELENA HEREDIA, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELENA HEREDIA, DDS, INC. 401(K) PLAN
401k
Assets$795K
Participants11
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 | ELENA HEREDIA, DDS, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 9 | 2025 | |
| 001 | ELENA HEREDIA, DDS, INC. 401(K) PLAN | 401k | $795K | 11 | 2025 |
Retirement plans