Sponsor portfolio
JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL
EIN 85-2544756Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$214K assets
Welfare
0
Participants
8
2028 VILLAGE LANE, SUITE 201 - SOLVANG, CA 93463805-688-2269
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA YNEZ VALLEY DENTAL 401(K) PSP | 401k | $214K | 8 | 2025 |
Retirement plans