Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DALIA E. PEREZ-SALINAS, D.D.S.
EIN 68-0334279medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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
DALIA E. PEREZ-SALINAS, D.D.S. CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DALIA E. PEREZ-SALINAS, D.D.S. 401(K) PROFIT SHARING PLAN
401k
Assets$332K
Participants5
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 | DALIA E. PEREZ-SALINAS, D.D.S. CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $1.6M | 5 | 2024 | |
| 002 | DALIA E. PEREZ-SALINAS, D.D.S. 401(K) PROFIT SHARING PLAN | 401k | $332K | 5 | 2024 |
Retirement plans