Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
KATHERINE T. VO D.D.S. INC.
EIN 83-2793192medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
12
450 SUTTER STREET, SUITE 2525 - SAN FRANCISCO, CA 94108415-397-1004kvodental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 12 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#002
KATHERINE T. VO D.D.S. INC. CASH BALANCE PLAN
CashBalance
Assets$701K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KATHERINE T. VO D.D.S. 401(K) PLAN
401k
Assets$364K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KATHERINE T. VO D.D.S. INC. CASH BALANCE PLAN | CashBalance | $701K | 5 | 2024 | |
| 001 | KATHERINE T. VO D.D.S. 401(K) PLAN | 401k | $364K | 7 | 2024 |
Retirement plans