Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHERINE A. THOMSON DDS, MS INC.
EIN 81-0882871Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
8950 VILLA LA JOLLA DR., SUITE A207 - LA JOLLA, CA 920371718858-452-2800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN
CashBalance
Assets$969K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KATHERINE A. THOMSON DDS, MS INC. RETIREMENT PLAN
401k
Assets$180K
Participants5
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 | KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN | CashBalance | $969K | 3 | 2024 | |
| 001 | KATHERINE A. THOMSON DDS, MS INC. RETIREMENT PLAN | 401k | $180K | 5 | 2024 |
Retirement plans