Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
STEPHEN H DAO, DDS, PC
EIN 85-2637391Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
1317 YNEZ PLACE - CORONADO, CA 92118817-247-8107
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 12 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
STEPHEN H DAO, DDS, PC CASH BALANCE PLAN & TRUST
CashBalance
Assets$833K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEPHEN H DAO, DDS, PC 401(K) PLAN & TRUST
401k
Assets$412K
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 | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN H DAO, DDS, PC CASH BALANCE PLAN & TRUST | CashBalance | $833K | 6 | 2025 | |
| 001 | STEPHEN H DAO, DDS, PC 401(K) PLAN & TRUST | 401k | $412K | 6 | 2025 |
Retirement plans