Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTHONY R. FERRER DDS
EIN 94-3255168medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
18
884 WINDMILL PARK LANE - MOUNTAIN VIEW, CA 94043650-593-6106redwoodshoresdentist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 18 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
ANTHONY R. FERRER DDS 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANTHONY FERRER, DDS CASH BALANCE PENSION PLAN
CashBalance
Assets$2.1M
Participants8
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 | ANTHONY R. FERRER DDS 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 10 | 2024 | |
| 002 | ANTHONY FERRER, DDS CASH BALANCE PENSION PLAN | CashBalance | $2.1M | 8 | 2024 |
Retirement plans