Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHERRY CHASE DENTAL PC
EIN 87-4243250primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
8
647 S. BERNARDO AVE. - SUNNYVALE, CA 94087408-735-7535cherrychasedental.comLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 8 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
CHERRY CHASE DENTAL 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHERRY CHASE DENTAL PENSION PLAN
TraditionalDB
Assets$2.9M
Participants2
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 | CHERRY CHASE DENTAL 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 6 | 2025 | |
| 002 | CHERRY CHASE DENTAL PENSION PLAN | TraditionalDB | $2.9M | 2 | 2024 |
Retirement plans