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  2. DONALD J. CURIA, DDS
Sponsor portfolio

DONALD J. CURIA, DDS

EIN 94-2913885-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
22
731 WALNUT STREET - SAN CARLOS, CA 94070650-593-2520LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 12 part#002CashBalance-$1.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CURIA, DDS 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CURIA, DDS 401(K) (#001)12
  • CASH BALANCE PLAN (#002)10
Total 22Click 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

DONALD J. CURIA, DDS 401(K) PLAN

401k

Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DONALD J. CURIA, DDS CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DONALD J. CURIA, DDS 401(K) PLAN401k$1.1M122024
002DONALD J. CURIA, DDS CASH BALANCE PLANCashBalance$1.0M102024
Retirement plans
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