Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC.
EIN 85-3607126Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
32
1039 MURRAY AVENUE, SUITE 120 - SAN LUIS OBISPO, CA 93405805-960-3636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 32 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
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$261K
Participants13
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 | JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. PROFIT SHARING 401(K) PLAN | 401k | $1.0M | 19 | 2024 | |
| 002 | JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $261K | 13 | 2024 |
Retirement plans