Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
ROSS I. MOHR, DMD, PC
EIN 20-2075729Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
29
7500 HOLLY AVE. NE, BUILDING 2 - ALBUQUERQUE, NM 87113505-292-1282
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 29 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
ROSS I. MOHR, DMD, PC 401(K) PLAN
401k
Assets$3.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROSS I. MOHR, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$941K
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 | ROSS I. MOHR, DMD, PC 401(K) PLAN | 401k | $3.3M | 16 | 2025 | |
| 002 | ROSS I. MOHR, DMD, PC CASH BALANCE PLAN | CashBalance | $941K | 13 | 2024 |
Retirement plans