PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SANNA CHARLIE DDS PC
Sponsor portfolio

SANNA CHARLIE DDS PC

EIN 82-4033701-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$597K assets
Welfare
0
Participants
7
211 S J STREET - LIVERMORE, CA 94550925-447-8635
Plans on this EIN
2 filings
#002CashBalance-$373K - 2 part#001401k-$224K - 5 part

Retirement portfolio analytics

2 plans aggregated / $597K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DDS PC PENSION (#002)62%
  • PC RETIREMENT PLAN (#001)38%
Total $597KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)5
  • DDS PC PENSION (#002)2
Total 7Click 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

SANNA CHARLIE DDS PC PENSION PLAN

CashBalance

Assets$373K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SANNA CHARLIE DDS PC RETIREMENT PLAN

401k

Assets$224K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANNA CHARLIE DDS PC PENSION PLANCashBalance$373K22024
001SANNA CHARLIE DDS PC RETIREMENT PLAN401k$224K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica