Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DTC FAMILY HEALTH, PLLC
EIN 01-0654739medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
40
8301 E. PRENTICE AVE., SUITE 125 - GREENWOOD VILLAGE, CO 80111303-902-7769dtcfamilyhealth.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 40 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
DTC FAMILY HEALTH, PLLC 401(K) PLAN
401k
Assets$4.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DTC FAMILY HEALTH, PLLC CASH BALANCE PLAN
CashBalance
Assets$213K
Participants13
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 | DTC FAMILY HEALTH, PLLC 401(K) PLAN | 401k | $4.2M | 27 | 2024 | |
| 002 | DTC FAMILY HEALTH, PLLC CASH BALANCE PLAN | CashBalance | $213K | 13 | 2024 |
Retirement plans