Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
SPENCER LUKE DMD, INC.
EIN 26-3425508Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
312 WILKIE STREET - KAYSVILLE, UT 84037801-719-1722
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 13 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#002
SPENCER LUKE DMD, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SPENCER LUKE DMD, INC. 401(K) PLAN
401k
Assets$704K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPENCER LUKE DMD, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2025 | |
| 001 | SPENCER LUKE DMD, INC. 401(K) PLAN | 401k | $704K | 8 | 2025 |
Retirement plans