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  2. LUCIA TANZIL DDS, INC.
Sponsor portfolio

LUCIA TANZIL DDS, INC.

EIN 82-3222504-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
11
2211 MOORPARK AVE., STE. #100 - SAN JOSE, CA 95128408-298-5959
Plans on this EIN
2 filings
#002TraditionalDB-$1.3M - 4 part#001401k-$1.2M - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DDS INC. PENSION (#002)53%
  • INC. RETIREMENT PLAN (#001)47%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)7
  • DDS INC. PENSION (#002)4
Total 11Click 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#002

LUCIA TANZIL DDS INC. PENSION PLAN

TraditionalDB

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LUCIA TANZIL DDS, INC. RETIREMENT PLAN

401k

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUCIA TANZIL DDS INC. PENSION PLANTraditionalDB$1.3M42025
001LUCIA TANZIL DDS, INC. RETIREMENT PLAN401k$1.2M72025
Retirement plans
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