Assets by plan
Share of aggregate retirement assets
52%top
Filings through .
Sponsor portfolio
Galvez Dental
EIN 94-2576822Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
25
123 S. COMMERCE ST., SUITE. #C - STOCKTON, CA 95202209-465-5824galvezdentalstockton.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 25 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
GALVEZ DENTAL CASH BALANCE PLAN
Cash balance
Assets$651K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GALVEZ DENTAL 401(K) PS PLAN
401(k)
Assets$596K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GALVEZ DENTAL CASH BALANCE PLAN | Cash balance | $651K | 13 | 2025 | |
| 001 | GALVEZ DENTAL 401(K) PS PLAN | 401(k) | $596K | 12 | 2025 |
Retirement plans