Assets by plan
Share of aggregate retirement assets
Filings through .
Bountiful Orthodontics, P.C.
EIN 20-3159963medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Health & Benefits
0
Participants
45
1512 RENAISSANCE TOWNE DRIVE, #201 - BOUNTIFUL, UT 84010801-295-3467bountifulortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 45 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#003
RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C.
401(k)
Assets$2.0M
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN
Cash balance
Assets$976K
Participants20
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 |
|---|---|---|---|---|---|
| #003 | RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. | 401(k) | $2.0M | 25 | 2025 |
| #002 | BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN | Cash balance | $976K | 20 | 2024 |
- #003 · 401(k) · 202525
- #002 · Cash balance · 202420
Retirement plans