Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAX MONCAYO DDS DENTAL CORPORATION
EIN 47-5189269Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$549K assets
Welfare
0
Participants
5
5407 SAN JOAQUIN PLZ - NEWPORT BEACH, CA 92660909-908-9660
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $549K assets / 5 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
MAX MONCAYO DDS DENTAL CORPORATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$473K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MAX MONCAYO DDS DENTAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$76K
Participants3
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 | MAX MONCAYO DDS DENTAL CORPORATION DEFINED BENEFIT PLAN | TraditionalDB | $473K | 2 | 2024 | |
| 001 | MAX MONCAYO DDS DENTAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $76K | 3 | 2024 |
Retirement plans