Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASMINE M. GORTON, D.M.D., INC.
EIN 55-0870462Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
21
900 LARKSPUR LANDING CIRCLE, SUITE 200 - LARKSPUR, CA 94939415-459-8006
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 21 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
JASMINE M. GORTON, D.M.D., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$3.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JASMINE M. GORTON, D.M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$714K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JASMINE M. GORTON, D.M.D., INC. PROFIT SHARING 401(K) PLAN | 401k | $3.0M | 12 | 2024 | |
| 002 | JASMINE M. GORTON, D.M.D., INC. CASH BALANCE PLAN | CashBalance | $714K | 9 | 2024 |
Retirement plans