Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RODNEY D. IDA, D.D.S., A.P.C.
EIN 95-4586456medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
17542 IRVINE BLVD, STE. #A - TUSTIN, CA 92780714-547-8494idaendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 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
RODNEY D. IDA, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RODNEY D. IDA, D.D.S., A.P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$187K
Participants6
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 | RODNEY D. IDA, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.0M | 5 | 2024 | |
| 001 | RODNEY D. IDA, D.D.S., A.P.C. 401(K) PROFIT SHARING PLAN | 401k | $187K | 6 | 2024 |
Retirement plans