Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
THERESA E. VILLANO, A PROFESSIONAL CORPORATION
EIN 83-3325333Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$942K assets
Welfare
0
Participants
6
2161 YGNACIO VALLEY ROAD #110 - WALNUT CREEK, CA 94598925-937-2273
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $942K assets / 6 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
ADVANCED DENTISTRY OF WALNUT CREEK 401(K) PLAN & TRUST
401k
Assets$941K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCED DENTISTRY OF WALNUT CREEK DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED DENTISTRY OF WALNUT CREEK 401(K) PLAN & TRUST | 401k | $941K | 5 | 2025 | |
| 002 | ADVANCED DENTISTRY OF WALNUT CREEK DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1K | 1 | 2024 |
Retirement plans