Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP
EIN 77-0458855Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
31
991 SARATOGA AVE., SUITE 210 - SAN JOSE, CA 951292357408-252-5575
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 31 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
CUTLER & GRUNDMANN PROFIT SHARING 401K PLAN
401k
Assets$3.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN
CashBalance
Assets$891K
Participants14
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 | CUTLER & GRUNDMANN PROFIT SHARING 401K PLAN | 401k | $3.4M | 17 | 2024 | |
| 002 | PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN | CashBalance | $891K | 14 | 2024 |
Retirement plans