Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
NANNETTE J. BENEDICT, D.D.S.
EIN 77-0441481medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
45
5015 SCOTTS VALLEY DRIVE, SUITE A - SCOTTS VALLEY, CA 950664541831-440-9214LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 45 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
NANNETTE J. BENEDICT, D.D.S. PROFIT SHARING 401K PLAN
401k
Assets$3.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NANNETTE J. BENEDICT, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants21
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 | NANNETTE J. BENEDICT, D.D.S. PROFIT SHARING 401K PLAN | 401k | $3.7M | 24 | 2024 | |
| 002 | NANNETTE J. BENEDICT, D.D.S. CASH BALANCE PLAN | CashBalance | $1.4M | 21 | 2024 |
Retirement plans