Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOUNTIFUL ORTHODONTICS, P.C.
EIN 20-3159963medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
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 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#003
RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C.
401k
Assets$2.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$976K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. | 401k | $2.0M | 25 | 2025 | |
| 002 | BOUNTIFUL ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $976K | 20 | 2024 |
Retirement plans