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Sponsor portfolio

AVINA DENTAL CORPORATION

EIN 84-3962747-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$149K assets
Welfare
0
Participants
9
12395 EL CAMINO REAL, STE 101 - SAN DIEGO, CA 92130858-350-0337
Plans on this EIN
2 filings
#002CashBalance-$104K - 1 part#001ProfitSharing-$45K - 8 part

Retirement portfolio analytics

2 plans aggregated / $149K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $149KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)1
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AVINA DENTAL CORPORATION CASH BALANCE PLAN

CashBalance

Assets$104K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AVINA DENTAL CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$45K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AVINA DENTAL CORPORATION CASH BALANCE PLANCashBalance$104K12024
001AVINA DENTAL CORPORATION PROFIT SHARING PLANProfitSharing$45K82024
Retirement plans
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