Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLORADO WEST ENDODONTICS, LLC
EIN 20-1814612medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
28
1190 BOOKCLIFF AVENUE, SUITE 204 - GRAND JUNCTION, CO 815018159303-330-7991cowestendo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 28 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
COLORADO WEST ENDODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLORADO WEST ENDODONTICS, LLC PROFIT SHARING PLAN
401k
Assets$67K
Participants18
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 | COLORADO WEST ENDODONTICS, LLC CASH BALANCE PLAN | CashBalance | $1.7M | 10 | 2024 | |
| 001 | COLORADO WEST ENDODONTICS, LLC PROFIT SHARING PLAN | 401k | $67K | 18 | 2024 |
Retirement plans