Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
STACEY D. QUO, D.D.S., M.S., INC.
EIN 82-4220036Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$34.7M assets
Welfare
0
Participants
31
965 HIGH STREET - PALO ALTO, CA 94301650-328-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.7M assets / 31 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#004
MID PENINSULA ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST
401k
Assets$29.2M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MID PENINSULA ORTHODONTICS DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$5.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MID PENINSULA ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST | 401k | $29.2M | 17 | 2024 | |
| 003 | MID PENINSULA ORTHODONTICS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $5.5M | 14 | 2024 |
Retirement plans