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  2. PAUL R. GENASCI, DDS AND LEE ANNE STIGERS, DMD, PC
Sponsor portfolio

PAUL R. GENASCI, DDS AND LEE ANNE STIGERS, DMD, PC

EIN 61-1200691-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
38
2867 LAKE TAHOE BLVD. - S. LAKE TAHOE, CA 96150530-544-4893
Plans on this EIN
2 filings
#001401k-$5.6M - 25 part#002CashBalance-$673K - 13 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • & STIGERS 401(K) (#001)89%
  • CASH BALANCE PENSION (#002)11%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & STIGERS 401(K) (#001)25
  • CASH BALANCE PENSION (#002)13
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GENASCI & STIGERS 401(K) PLAN

401k

Assets$5.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GENASCI & STIGERS CASH BALANCE PENSION PLAN

CashBalance

Assets$673K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GENASCI & STIGERS 401(K) PLAN401k$5.6M252024
002GENASCI & STIGERS CASH BALANCE PENSION PLANCashBalance$673K132024
Retirement plans
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