Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
WAEL ALFY DDS INC.
EIN 81-5411306Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
51
2440 FREMONT STREET , STE 211 - MONTEREY, CA 93940402-617-9242
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 51 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
WAEL ALFY DDS INC. 401(K) PLAN & TRUST
401k
Assets$1.5M
Participants31
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WAEL ALFY DDS INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$261K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAEL ALFY DDS INC. 401(K) PLAN & TRUST | 401k | $1.5M | 31 | 2024 | |
| 002 | WAEL ALFY DDS INC. CASH BALANCE PENSION PLAN | CashBalance | $261K | 20 | 2024 |
Retirement plans