Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEXANDER FAMILY DENTISTRY, LLC
EIN 81-4700640Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$453K assets
Welfare
0
Participants
5
939 COAST BLVD. #14E - LA JOLLA, CA 92037470-269-1128
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $453K assets / 5 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
ALEXANDER FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$275K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEXANDER FAMILY DENTISTRY 401(K) PLAN
401k
Assets$178K
Participants2
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 | ALEXANDER FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $275K | 3 | 2025 | |
| 001 | ALEXANDER FAMILY DENTISTRY 401(K) PLAN | 401k | $178K | 2 | 2025 |
Retirement plans