Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
STEPHEN A. LOS, DDS, SOLE PROP.
EIN 77-0580364health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
2
14830 LOS GATOS BLVD #103 - LOS GATOS, CA 95032408-356-8186yelp.com/biz/los-stephen-a-dds-san-joseLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 2 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
STEPHEN A. LOS, DDS, SOLE PROP. CASH BALANCE PLAN
CashBalance
Assets$695K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEPHEN A. LOS, DDS, SOLE PROP. 401(K) PLAN
401k
Assets$510K
Participants1
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 | STEPHEN A. LOS, DDS, SOLE PROP. CASH BALANCE PLAN | CashBalance | $695K | 1 | 2024 | |
| 001 | STEPHEN A. LOS, DDS, SOLE PROP. 401(K) PLAN | 401k | $510K | 1 | 2024 |
Retirement plans