Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRACY FILLER, DMD, INC.
EIN 84-2006387Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
35
2593 SOUTH KING RD., STE. #3 - SAN JOSE, CA 95122669-275-2060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 35 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
TRACY D FILLER, DMD, INC. PENSION PLAN
CashBalance
Assets$746K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRACY FILLER, DMD, INC. RETIREMENT PLAN
401k
Assets$436K
Participants22
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 | TRACY D FILLER, DMD, INC. PENSION PLAN | CashBalance | $746K | 13 | 2024 | |
| 001 | TRACY FILLER, DMD, INC. RETIREMENT PLAN | 401k | $436K | 22 | 2025 |
Retirement plans