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Sponsor portfolio

MONTEREY DENTAL

EIN 77-0365128-medical practice-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
14
5544 MONTEREY ROAD - SAN JOSE, CA 95138408-362-9767montereydentalclinic.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.6M - 8 part#002TraditionalDB-$2.7M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DENTAL PROFIT SHARING (#001)58%
  • MONTEREY DENTAL PENSION (#002)42%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL PROFIT SHARING (#001)8
  • MONTEREY DENTAL PENSION (#002)6
Total 14Click 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

MONTEREY DENTAL PROFIT SHARING

401k

Assets$3.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MONTEREY DENTAL PENSION PLAN

TraditionalDB

Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTEREY DENTAL PROFIT SHARING401k$3.6M82025
002MONTEREY DENTAL PENSION PLANTraditionalDB$2.7M62025
Retirement plans
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