Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A MELISSA LOPEZ, D.M.D., INC.
EIN 46-4622337Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$388K assets
Welfare
0
Participants
4
520 LENNON LANE - WALNUT CREEK, CA 94598925-930-9390
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $388K assets / 4 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
A MELISSA LOPEZ, D.M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$250K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A MELISSA LOPEZ, D.M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$138K
Participants2
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 | A MELISSA LOPEZ, D.M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $250K | 2 | 2025 | |
| 001 | A MELISSA LOPEZ, D.M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $138K | 2 | 2025 |
Retirement plans