Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
ANDRES K. MARTINEZ, DDS, INC.
EIN 81-4013697Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$612K assets
Welfare
0
Participants
20
418 S. BREA BOULEVARD - BREA, CA 92821909-263-6733
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $612K assets / 20 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
ANDRES K. MARTINEZ, DDS, INC. 401K PLAN
401k
Assets$461K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDRES K. MARTINEZ, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$151K
Participants8
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 | ANDRES K. MARTINEZ, DDS, INC. 401K PLAN | 401k | $461K | 12 | 2024 | |
| 002 | ANDRES K. MARTINEZ, DDS, INC. CASH BALANCE PLAN | CashBalance | $151K | 8 | 2024 |
Retirement plans