Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$3.0M
Filings through .
Scott W. Ohmart, D.D.S., M.S., P.C.
EIN 11-3669151Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Health & Benefits
0
Participants
53
10146 WEST SAN JUAN WAY, SUITE 230 - LITTLETON, CO 80127303-713-1950
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 53 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SCOTT W. OHMART, D.D.S., M.S., P.C. SAFE HARBOR 401(K) PLAN
401(k)
Assets$5.7M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OHMART ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$3.0M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCOTT W. OHMART, D.D.S., M.S., P.C. SAFE HARBOR 401(K) PLAN | 401(k) | $5.7M | 37 | 2025 |
| #002 | OHMART ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $3.0M | 16 | 2025 |
- #001 · 401(k) · 202537
- #002 · Cash balance · 202516
Retirement plans