Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANGEL FERNANDO MOGROVEJO FAJARDO, DDS, MS, PLLC
EIN 84-4427450Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
14
461 MCLAWS CIRCLE, SUITE 1 - WILLIAMSBURG, VA 23185757-221-0249
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 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
WILLIAMSBURG PERIODONTICS RETIREMENT PLAN
401k
Assets$636K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAMSBURG PERIODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$482K
Participants6
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 | WILLIAMSBURG PERIODONTICS RETIREMENT PLAN | 401k | $636K | 8 | 2025 | |
| 002 | WILLIAMSBURG PERIODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $482K | 6 | 2024 |
Retirement plans