Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
KATHLEEN C. BAN, D.D.S., INC.
EIN 91-2098740Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
16
12132 SARATOGA SUNNYVALE ROAD - SARATOGA, CA 95070408-252-5678
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 16 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
KATHLEEN C. BAN, D.D.S., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.0M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KATHLEEN C. BAN, D.D.S., INC. DEFINED BENEFIT PLAN | TraditionalDB | $6.0M | 6 | 2025 | |
| 001 | KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 10 | 2025 |
Retirement plans