Sponsor portfolio
JEREMY HELDT DDS INC
EIN 47-4604369medical practiceLatest filing 2024
Plans
1
Retirement
1
$321K assets
Welfare
0
Participants
5
2001 WESTCLIFF DR - STE 305 - NEWPORT BEACH, CA 92660805-279-4036jeremyheldt.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEREMY HELDT DDS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $321K | 5 | 2024 |
Retirement plans