Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN A. NERAD, D.M.D, PC
EIN 94-3405430Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
7
1024 SERPENTINE LN STE 107 - PLEASANTON, CA 945664716925-846-3336urkidsdentist.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 7 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
STEVEN A. NERAD DMD PC PROFIT SHARING PLAN
401k
Assets$5.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN A. NERAD, D.M.D. PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.5M
Participants2
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 | STEVEN A. NERAD DMD PC PROFIT SHARING PLAN | 401k | $5.3M | 5 | 2025 | |
| 002 | STEVEN A. NERAD, D.M.D. PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.5M | 2 | 2024 |
Retirement plans