Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
DANIEL HABERMAN, D.D.S., M.S.
EIN 91-2107797Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
905 SECRET RIVER DRIVE, SUITE D - SACRAMENTO, CA 95831916-428-1354
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 4 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
DANIEL HABERMAN, D.D.S., M.S. 401(K) PLAN & TRUST
401k
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL HABERMAN, D.D.S., M.S. DEFINED BENEFIT PLAN
TraditionalDB
Assets$500K
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 | DANIEL HABERMAN, D.D.S., M.S. 401(K) PLAN & TRUST | 401k | $2.0M | 2 | 2024 | |
| 002 | DANIEL HABERMAN, D.D.S., M.S. DEFINED BENEFIT PLAN | TraditionalDB | $500K | 2 | 2024 |
Retirement plans