Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
JENNA KHOURY DMD INC
EIN 46-5360428Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
7720 RANCHO SANTA FE ROAD #215 - CARLSBAD, CA 92009760-635-5995
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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
JENNA KHOURY DMD INC 401(K) PLAN & TRUST
401k
Assets$992K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JENNA KHOURY DMD INC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$671K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JENNA KHOURY DMD INC 401(K) PLAN & TRUST | 401k | $992K | 7 | 2025 | |
| 002 | JENNA KHOURY DMD INC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $671K | 4 | 2025 |
Retirement plans