Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRIS E LINDSEY DDS
EIN 94-3034753health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
16
850 MIDDLEFIELD RD STE 5 - PALO ALTO, CA 943012918650-327-3770celdds.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 16 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#001
CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN
401k
Assets$4.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHRIS E LINDSEY DDS DEFINED BENEFIT PLAN
TraditionalDB
Assets$724K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN | 401k | $4.4M | 9 | 2024 | |
| 003 | CHRIS E LINDSEY DDS DEFINED BENEFIT PLAN | TraditionalDB | $724K | 7 | 2024 |
Retirement plans