Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY J. BLODGETT D.M.D., P.C.
EIN 22-3849620Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
20
522 SE BELMONT STREET - PORTLAND, OR 97214503-285-3620
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 20 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
KELLY J. BLODGETT D.M.D. RETIREMENT PLAN
401k
Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY J. BLODGETT D.M.D., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$898K
Participants6
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 | KELLY J. BLODGETT D.M.D. RETIREMENT PLAN | 401k | $2.5M | 14 | 2024 | |
| 002 | KELLY J. BLODGETT D.M.D., P.C. CASH BALANCE PENSION PLAN | CashBalance | $898K | 6 | 2024 |
Retirement plans