Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION
EIN 94-2250359Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$6.0M assets
Welfare
0
Participants
53
1174 MONTGOMERY DRIVE - SANTA ROSA, CA 95405707-545-4625
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.0M assets / 53 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
CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$4.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$887K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$270K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $4.8M | 23 | 2025 | |
| 003 | CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $887K | 17 | 2024 | |
| 004 | CORSI, HOEY, PEARSON, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE RETIREMENT PLAN | CashBalance | $270K | 13 | 2025 |
Retirement plans