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Sponsor portfolio

ISA DENTAL

EIN 66-0529756-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
52
250 ROUTE 4, SUITE 101 - HAGATNA, GU 96910671-646-7982
Plans on this EIN
2 filings
#001401k-$6.3M - 28 part#002CashBalance-$1.2M - 24 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • DENTAL 401K PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL 401K PLAN (#001)28
  • CASH BALANCE PLAN (#002)24
Total 52Click 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

ISA DENTAL 401K PLAN

401k

Assets$6.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ISA DENTAL CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ISA DENTAL 401K PLAN401k$6.3M282024
002ISA DENTAL CASH BALANCE PLANCashBalance$1.2M242024
Retirement plans
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