Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
JAQUERY DENTAL, INC
EIN 83-0815060Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
15
56 PENNY LANE SUITE C - WATSONVILLE, CA 95076831-722-8469
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 15 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#001
JAQUERY DENTAL 401(K) PLAN
401k
Assets$807K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAQUERY DENTAL, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$360K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAQUERY DENTAL 401(K) PLAN | 401k | $807K | 9 | 2025 | |
| 002 | JAQUERY DENTAL, INC. CASH BALANCE PLAN & TRUST | CashBalance | $360K | 6 | 2025 |
Retirement plans