Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILIP B. BHASKAR, DMD
EIN 77-0411692Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
25
25826 PASEO ESTRIBO - MONTEREY, CA 93940831-717-4582
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 25 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#002
PHILIP B. BHASKAR, DMD., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$4.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILIP B. BHASKAR, D.M.D. , A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILIP B. BHASKAR, DMD., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 15 | 2025 | |
| 003 | PHILIP B. BHASKAR, D.M.D. , A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $2.4M | 10 | 2024 |
Retirement plans