Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
ALEX R. MCDONALD PHD, DDS INCORPORATED
EIN 94-3414081Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
20
3300 WEBSTER STREET, SUITE 810 - OAKLAND, CA 94609510-832-4466
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 20 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#002
ALEX R. MCDONALD PHD, DDS INCORPORATED DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEX R. MCDONALD PHD, DDS INCORPORATED 401(K) PLAN & TRUST
401k
Assets$2.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALEX R. MCDONALD PHD, DDS INCORPORATED DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.4M | 10 | 2024 | |
| 001 | ALEX R. MCDONALD PHD, DDS INCORPORATED 401(K) PLAN & TRUST | 401k | $2.2M | 10 | 2024 |
Retirement plans