Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAUSER PHILLIPE DENTAL PARTNERSHIP
EIN 85-4056352Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
46
31571 CANYON ESTATES DR., SUITE 117 - LAKE ELSINORE, CA 92532951-244-9495
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 46 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
HAUSER PHILLIPE DENTAL PARTNERSHIP 401(K) PLAN
401k
Assets$2.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HAUSER PHILLIPE DENTAL PARTNERSHIP CASH BALANCE PENSION PLAN
CashBalance
Assets$545K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAUSER PHILLIPE DENTAL PARTNERSHIP 401(K) PLAN | 401k | $2.1M | 27 | 2024 | |
| 002 | HAUSER PHILLIPE DENTAL PARTNERSHIP CASH BALANCE PENSION PLAN | CashBalance | $545K | 19 | 2024 |
Retirement plans