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  1. Companies/
  2. DRS. SCHANTZ & MORANDA, A DENTAL CORPORATION
Sponsor portfolio

DRS. SCHANTZ & MORANDA, A DENTAL CORPORATION

EIN 95-2657527-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
19
44651 VILLAGE CT., STE. 150 - PALM DESERT, CA 922603825760-568-5987desertbraces.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$2.7M - 11 part#004CashBalance-$1.6M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#002)63%
  • PLAN AND TRUST (#004)37%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)11
  • PLAN AND TRUST (#004)8
Total 19Click 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#002

DRS SCHANTZ & MORANDA, A DENTAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k

Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DRS. SCHANTZ & MORANDA, A DENTAL CORPORATION CASH BALANCE PLAN AND TRUST

CashBalance

Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DRS SCHANTZ & MORANDA, A DENTAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST401k$2.7M112025
004DRS. SCHANTZ & MORANDA, A DENTAL CORPORATION CASH BALANCE PLAN AND TRUSTCashBalance$1.6M82025
Retirement plans
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