Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
GARY M. HOLT DDS P.C.
EIN 20-1643140medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
37
7889 S LINCOLN COURT SUITE 102 - LITTLETON, CO 80122303-798-0928LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 37 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
GARY M. HOLT DDS P.C. 401(K) PLAN
401k
Assets$2.4M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GARY M. HOLT DDS P.C. CASH BALANCE PLAN
CashBalance
Assets$761K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARY M. HOLT DDS P.C. 401(K) PLAN | 401k | $2.4M | 22 | 2024 | |
| 002 | GARY M. HOLT DDS P.C. CASH BALANCE PLAN | CashBalance | $761K | 15 | 2024 |
Retirement plans