Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
GREGORY K. AN, DDS, INC.
EIN 81-1669496Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
21
1690 WOODSIDE ROAD, SUITE 209 - REDWOOD CITY, CA 94061650-369-2555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 21 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
GREGORY K. AN, DDS, INC. 401(K) PLAN
401k
Assets$871K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GREGORY K. AN D.D.S. INC. CASH BALANCE PLAN
CashBalance
Assets$763K
Participants9
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 | GREGORY K. AN, DDS, INC. 401(K) PLAN | 401k | $871K | 12 | 2024 | |
| 002 | GREGORY K. AN D.D.S. INC. CASH BALANCE PLAN | CashBalance | $763K | 9 | 2024 |
Retirement plans