Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSS FAMILY DENTISTRY
EIN 27-3661409Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$164K assets
Welfare
0
Participants
16
1627 E 18TH STREET - LOVELAND, CO 80538970-667-1236
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $164K assets / 16 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
ROSS FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$111K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROSS FAMILY DENTISTRY SAFE HARBOR 401(K) NEW COMPARABILITY PROFIT SHARING PLAN
401k
Assets$53K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROSS FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $111K | 8 | 2024 | |
| 001 | ROSS FAMILY DENTISTRY SAFE HARBOR 401(K) NEW COMPARABILITY PROFIT SHARING PLAN | 401k | $53K | 8 | 2024 |
Retirement plans