Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARRETT B. RUBIO, D.D.S., INC.
EIN 82-2724303Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$542K assets
Welfare
0
Participants
26
24861 DEL PRADO AVE - DANA POINT, CA 92629949-661-6255
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $542K assets / 26 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
GARRETT B. RUBIO, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$357K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GARRETT B. RUBIO, D.D.S., INC. 401(K) PLAN
401k
Assets$185K
Participants15
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 | GARRETT B. RUBIO, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $357K | 11 | 2024 | |
| 001 | GARRETT B. RUBIO, D.D.S., INC. 401(K) PLAN | 401k | $185K | 15 | 2024 |
Retirement plans