Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUEGRASS ENDODONTICS
EIN 27-2715876Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
Participants
33
1636 NICHOLASVILLE RD UNIT 2 - LEXINGTON, KY 40503859-277-1124
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 23 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#001
BLUEGRASS ENDODONTICS, LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BLUEGRASS ENDODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUEGRASS ENDODONTICS CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUEGRASS ENDODONTICS, LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.9M | 15 | 2024 | |
| 002 | BLUEGRASS ENDODONTICS, LLC CASH BALANCE PLAN | CashBalance | $2.5M | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUEGRASS ENDODONTICS CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans