Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WES CARDALL, DMD, MS, INC.
EIN 83-2910833Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$853K assets
Welfare
0
Participants
22
13928 LA CASCADA CT. - BAKERSFIELD, CA 93314661-515-1234
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $853K assets / 22 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
CARDALL ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$480K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARDALL ORTHODONTICS 401(K) PLAN
ProfitSharing
Assets$374K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARDALL ORTHODONTICS CASH BALANCE PLAN | CashBalance | $480K | 11 | 2024 | |
| 001 | CARDALL ORTHODONTICS 401(K) PLAN | ProfitSharing | $374K | 11 | 2024 |
Retirement plans