Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
JOSE ENRIQUE AREVALO DDS PLLC
EIN 82-2643613medical practiceLatest filing 2025
Plans
2
Retirement
2
$911K assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $911K 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
JOSE ENRIQUE AREVALO DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$616K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSE ENRIQUE AREVALO DDS PLLC CASH BALANCE PLAN
CashBalance
Assets$294K
Participants7
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 | JOSE ENRIQUE AREVALO DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $616K | 14 | 2025 | |
| 002 | JOSE ENRIQUE AREVALO DDS PLLC CASH BALANCE PLAN | CashBalance | $294K | 7 | 2024 |
Retirement plans