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  2. FLAGSTAFF PERIODONTICS, PC
Sponsor portfolio

FLAGSTAFF PERIODONTICS, PC

EIN 20-3274570-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
19
1600 W UNIVERSITY AVE, SUITE 107 - FLAGSTAFF, AZ 86001928-779-3644flagstaffperiodontics.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.5M - 12 part#002CashBalance-$766K - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)7
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FLAGSTAFF PERIODONTICS, PC 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FLAGSTAFF PERIODONTICS, P.C. CASH BALANCE PLAN

CashBalance

Assets$766K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FLAGSTAFF PERIODONTICS, PC 401(K) PROFIT SHARING PLAN401k$2.5M122025
002FLAGSTAFF PERIODONTICS, P.C. CASH BALANCE PLANCashBalance$766K72025
Retirement plans
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