Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENSEN C. SUN, D.D.S., INC.
EIN 90-0612646medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
1300 MERIDIAN AVENUE - SAN JOSE, CA 95125408-264-9203help4yourteeth.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 13 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#003
JENSEN C. SUN, D.D.S. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENSEN C. SUN, D.D.S. PROFIT SHARING AND 401(K) PLAN
401k
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JENSEN C. SUN, D.D.S. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 7 | 2024 | |
| 002 | JENSEN C. SUN, D.D.S. PROFIT SHARING AND 401(K) PLAN | 401k | $1.4M | 6 | 2024 |
Retirement plans