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  2. JASON SORENSEN, DDS, INC.
Sponsor portfolio

JASON SORENSEN, DDS, INC.

EIN 61-1433293-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
12
1480 WEST HERNDON AVE - FRESNO, CA 93711559-447-0544LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$2.8M - 6 part#004CashBalance-$590K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • 401(K) P/S PLAN (#002)83%
  • CASH BALANCE PLAN (#004)17%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#002)6
  • CASH BALANCE PLAN (#004)6
Total 12Click 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#002

DR. JASON SORENSEN, DDS 401(K) P/S PLAN

401k

Assets$2.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

JASON SORENSEN, DDS CASH BALANCE PLAN

CashBalance

Assets$590K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. JASON SORENSEN, DDS 401(K) P/S PLAN401k$2.8M62025
004JASON SORENSEN, DDS CASH BALANCE PLANCashBalance$590K62025
Retirement plans
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