Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. ANTONIO CUCALON DDS III INC.
EIN 94-3045197Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
33
2078 UNION STREET - SAN FRANCISCO, CA 94123415-563-2348
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 33 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
DR. ANTONIO CUCALON DDS III INC. PROFIT SHARING PLAN
401k
Assets$6.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. ANTONIO CUCALON DDS III INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
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 | |
|---|---|---|---|---|---|---|
| 001 | DR. ANTONIO CUCALON DDS III INC. PROFIT SHARING PLAN | 401k | $6.0M | 21 | 2024 | |
| 002 | DR. ANTONIO CUCALON DDS III INC. CASH BALANCE PLAN | CashBalance | $2.4M | 12 | 2024 |
Retirement plans