Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNIFER L. MARTIN, DDS
EIN 68-0383860Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
22
401 GREGORY LANE, SUITE 126 - PLEASANT HILL, CA 94523925-676-8485drjennifermartin.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 22 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
JENNIFER MARTIN, DDS 401(K) AND PROFIT SHARING PLAN
401k
Assets$3.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENNIFER MARTIN, DDS CASH BALANCE PLAN
CashBalance
Assets$454K
Participants6
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 | JENNIFER MARTIN, DDS 401(K) AND PROFIT SHARING PLAN | 401k | $3.6M | 16 | 2024 | |
| 002 | JENNIFER MARTIN, DDS CASH BALANCE PLAN | CashBalance | $454K | 6 | 2024 |
Retirement plans