Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
FORBES DENTISTRY, INC
EIN 99-0391720Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
17
1653 SOLANO AVE. - BERKELEY, CA 94707510-524-3984
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 17 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
FORBES DENTISTRY, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORBES DENTISTRY, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$2.0M
Participants8
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 | FORBES DENTISTRY, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.5M | 9 | 2025 | |
| 002 | FORBES DENTISTRY, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $2.0M | 8 | 2024 |
Retirement plans