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  2. CASCADE ENDODONTICS, P.C.
Sponsor portfolio

CASCADE ENDODONTICS, P.C.

EIN 20-4148654-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
28
1375 EAST 800 NORTH, STE. 203 - OREM, UT 84097801-404-5810cascadeendo.netLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.2M - 15 part#002CashBalance-$2.2M - 13 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • ENDODONTICS, P.C. 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENDODONTICS, P.C. 401(K) (#001)15
  • CASH BALANCE PLAN (#002)13
Total 28Click 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

CASCADE ENDODONTICS, P.C. 401(K) PLAN

401k

Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CASCADE ENDODONTICS, P.C. CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASCADE ENDODONTICS, P.C. 401(K) PLAN401k$2.2M152025
002CASCADE ENDODONTICS, P.C. CASH BALANCE PLANCashBalance$2.2M132025
Retirement plans
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