Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
J.D. DELORME, D.D.S., INC.
EIN 95-3418452Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
80
26302 LA PAZ ROAD, SUITE 114 - MISSION VIEJO, CA 92691949-581-5800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 80 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
J.D. DELORME, D.D.S., INC. PROFIT SHARING PLAN
401k
Assets$5.4M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.D. DELORME, D.D.S., INC. CASH BENEFIT PLAN & TRUST
CashBalance
Assets$967K
Participants35
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 | J.D. DELORME, D.D.S., INC. PROFIT SHARING PLAN | 401k | $5.4M | 45 | 2024 | |
| 002 | J.D. DELORME, D.D.S., INC. CASH BENEFIT PLAN & TRUST | CashBalance | $967K | 35 | 2025 |
Retirement plans