Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#004)$38.3M
- PLAN & TRUST (#003)$4.7M
Filings through .
Stacey D. Quo, D.D.S., M.S., Inc.
EIN 82-4220036Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$43.0M assets
Health & Benefits
0
Participants
34
965 HIGH STREET - PALO ALTO, CA 94301650-328-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.0M assets / 34 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
MID PENINSULA ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST
401(k)
Assets$38.3M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MID PENINSULA ORTHODONTICS DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$4.7M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | MID PENINSULA ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST | 401(k) | $38.3M | 21 | 2025 |
| #003 | MID PENINSULA ORTHODONTICS DEFINED BENEFIT PLAN & TRUST | Traditional DB | $4.7M | 13 | 2025 |
- #004 · 401(k) · 202521
- #003 · Traditional DB · 202513
Retirement plans