Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH SCHAMES, D.M.D., A PROFESSIONAL CORPORATION
EIN 95-4061794Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
30
9527 CRESTA DRIVE - LOS ANGELES, CA 90035310-869-3774
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 30 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
JOSEPH SCHAMES, DMD CASH BALANCE PLAN
CashBalance
Assets$853K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH SCHAMES, DMD PROFIT SHARING PLAN
ProfitSharing
Assets$150K
Participants15
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 | JOSEPH SCHAMES, DMD CASH BALANCE PLAN | CashBalance | $853K | 15 | 2025 | |
| 001 | JOSEPH SCHAMES, DMD PROFIT SHARING PLAN | ProfitSharing | $150K | 15 | 2025 |
Retirement plans