Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEXANDER J. MCMAHON, DDS, MD, INC.
EIN 87-1169260Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$985K assets
Welfare
0
Participants
26
1820 SONOMA AVENUE, SUITE 30 - SANTA ROSA, CA 95405707-546-4727
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $985K assets / 26 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
ALEXANDER MCMAHON, DDS, MD, INC.. RETIREMENT PLAN
CashBalance
Assets$462K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEXANDER MCMAHON, DDS, MD, INC. 401(K) PLAN
401k
Assets$385K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALEXANDER J. MCMAHON, DDS, MD, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$139K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALEXANDER MCMAHON, DDS, MD, INC.. RETIREMENT PLAN | CashBalance | $462K | 7 | 2025 | |
| 001 | ALEXANDER MCMAHON, DDS, MD, INC. 401(K) PLAN | 401k | $385K | 12 | 2025 | |
| 003 | ALEXANDER J. MCMAHON, DDS, MD, INC. PROFIT SHARING PLAN | ProfitSharing | $139K | 7 | 2025 |
Retirement plans