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  2. KEITH R. CHERTOK, D.D.S.
Sponsor portfolio

KEITH R. CHERTOK, D.D.S.

EIN 94-3232653-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
14
2620 ASHBY AVENUE - BERKELEY, CA 94705510-548-0150LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$10.6M - 8 part#002CashBalance-$3.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $13.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • CASH BALANCE PLAN (#002)22%
Total $13.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click 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

KEITH R. CHERTOK, D.D.S. 401(K) PROFIT SHARING PLAN

401k

Assets$10.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEITH R. CHERTOK, D.D.S. CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEITH R. CHERTOK, D.D.S. 401(K) PROFIT SHARING PLAN401k$10.6M82025
002KEITH R. CHERTOK, D.D.S. CASH BALANCE PLANCashBalance$3.0M62025
Retirement plans
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