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Sponsor portfolio

MONICA PONCE DDS, PC DBA DELICATE DENTAL

EIN 88-0379647-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
33
8036 BARNDANCE COURT - LAS VEGAS, NV 89149702-806-7439
Plans on this EIN
2 filings
#001401k-$3.2M - 17 part#002CashBalance-$812K - 16 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DENTAL RETIREMENT Savings (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL RETIREMENT Savings (#001)17
  • CASH BALANCE PLAN (#002)16
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DELICATE DENTAL RETIREMENT SAVINGS PLAN

401k

Assets$3.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DELICATE DENTAL CASH BALANCE PLAN

CashBalance

Assets$812K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DELICATE DENTAL RETIREMENT SAVINGS PLAN401k$3.2M172025
002DELICATE DENTAL CASH BALANCE PLANCashBalance$812K162025
Retirement plans
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