Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN J. LARSON, D.M.D., M.S.D.
EIN 77-0316085Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
11
777 CUESTA DRIVE, SUITE 100 - MOUNTAIN VIEW, CA 940403765650-969-0672larsonortho.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 11 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
STEPHEN J. LARSON, D.M.D., M.S.D.401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN J. LARSON, D.M.D., M.S.D.CASH BALANCE PENSION PLAN
CashBalance
Assets$922K
Participants3
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 | STEPHEN J. LARSON, D.M.D., M.S.D.401(K) PROFIT SHARING PLAN | 401k | $3.0M | 8 | 2025 | |
| 002 | STEPHEN J. LARSON, D.M.D., M.S.D.CASH BALANCE PENSION PLAN | CashBalance | $922K | 3 | 2025 |
Retirement plans