Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LARA-GRIMALDI DENTAL & ORTHODONTICS
EIN 90-0509307Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$68K assets
Welfare
0
Participants
21
2647 OCEAN AVENUE - SAN FRANCISCO, CA 94132415-346-2900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $68K assets / 21 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
LARA-GRIMALDI DENTAL & ORTHODONTICS SAFE HARBOR PLAN
401k
Assets$50K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LARA-GRIMALDI DENTAL & ORTHODONTICS 401(K) PLAN
401k
Assets$18K
Participants12
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 | LARA-GRIMALDI DENTAL & ORTHODONTICS SAFE HARBOR PLAN | 401k | $50K | 9 | 2024 | |
| 002 | LARA-GRIMALDI DENTAL & ORTHODONTICS 401(K) PLAN | 401k | $18K | 12 | 2024 |
Retirement plans