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  2. MARCO SAVITTIERI, DDS, INC
Sponsor portfolio

MARCO SAVITTIERI, DDS, INC

EIN 82-2672909-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
6321 RANCHO PARK DR - SAN DIEGO, CA 92120858-337-7966
Plans on this EIN
2 filings
#001401k-$865K - 3 part#002TraditionalDB-$688K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#001)56%
  • PLAN & TRUST (#002)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3
  • PLAN & TRUST (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARCO SAVITTIERI, DDS, INC 401(K) PLAN & TRUST

401k

Assets$865K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARCO SAVITTIERI DDS DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$688K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARCO SAVITTIERI, DDS, INC 401(K) PLAN & TRUST401k$865K32025
002MARCO SAVITTIERI DDS DEFINED BENEFIT PLAN & TRUSTTraditionalDB$688K32025
Retirement plans
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