Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
SHELBY J SMITH DDS MS
EIN 56-2411598medical practiceLatest filing 2024
Plans
2
Retirement
2
$767K assets
Welfare
0
Participants
19
2330 COUNTRY HILLS DR., SUITE 101 - ANTIOCH, CA 94531925-755-5115LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $767K assets / 19 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
SHELBY J SMITH DDS MS APC CASH BALANCE PLAN
CashBalance
Assets$614K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SHELBY J SMITH DDS MS APC 401(K) PLAN
401k
Assets$153K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHELBY J SMITH DDS MS APC CASH BALANCE PLAN | CashBalance | $614K | 9 | 2024 | |
| 001 | SHELBY J SMITH DDS MS APC 401(K) PLAN | 401k | $153K | 10 | 2024 |
Retirement plans