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  2. JOHN BOLAND IV, DDS
Sponsor portfolio

JOHN BOLAND IV, DDS

EIN 68-6114080-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
8
770 TAMALPAIS DRIVE, ST # 404 - CORTE MADERA, CA 94925415-927-9052
Plans on this EIN
2 filings
#003CashBalance-$2.5M - 4 part#002401k-$1.4M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#003)64%
  • IV, DDS 401(K) (#002)36%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)4
  • IV, DDS 401(K) (#002)4
Total 8Click 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#003

JOHN BOLAND IV, DDS CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHN BOLAND IV, DDS 401(K) PLAN

401k

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JOHN BOLAND IV, DDS CASH BALANCE PLANCashBalance$2.5M42025
002JOHN BOLAND IV, DDS 401(K) PLAN401k$1.4M42025
Retirement plans
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