Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
LOC TRAN DDS, INC.
EIN 99-1903776Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
9381 E. STOCKTON BLVD., STE. #110 - ELK GROVE, CA 95624916-714-3636
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 8 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
LOC TRAN 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LOC TRAN DDS, INC. PENSION PLAN
CashBalance
Assets$160K
Participants2
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 | LOC TRAN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 6 | 2025 | |
| 003 | LOC TRAN DDS, INC. PENSION PLAN | CashBalance | $160K | 2 | 2025 |
Retirement plans