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  2. SCOTT FROSS, D.D.S., P.C.
Sponsor portfolio

SCOTT FROSS, D.D.S., P.C.

EIN 92-1633084-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
321 MIDDLEFIELD ROAD, SUITE 110 - MENLO PARK, CA 94025650-328-2322
Plans on this EIN
2 filings
#001401k-$1.2M - 3 part#002CashBalance-$645K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

SCOTT FROSS, D.D.S., P.C. PROFIT SHARING 401(K) PLAN

401k

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOTT FROSS, D.D.S. CASH BALANCE PLAN

CashBalance

Assets$645K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOTT FROSS, D.D.S., P.C. PROFIT SHARING 401(K) PLAN401k$1.2M32024
002SCOTT FROSS, D.D.S. CASH BALANCE PLANCashBalance$645K32024
Retirement plans
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