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  2. ERIC ENGERT, DMD, MSD
Sponsor portfolio

ERIC ENGERT, DMD, MSD

EIN 93-0965556-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
11
52 ALTA VISTA AVE - SAN ANSELMO, CA 94960415-309-7844drengert.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#005CashBalance-$916K - 5 part#004401k-$879K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#005)51%
  • MSD 401K PLAN (#004)49%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MSD 401K PLAN (#004)6
  • CASH BALANCE PLAN (#005)5
Total 11Click 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#005

ERIC ENGERT, DMD, MSD CASH BALANCE PLAN

CashBalance

Assets$916K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ERIC ENGERT, DMD, MSD 401K PLAN

401k

Assets$879K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ERIC ENGERT, DMD, MSD CASH BALANCE PLANCashBalance$916K52025
004ERIC ENGERT, DMD, MSD 401K PLAN401k$879K62025
Retirement plans
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