Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN A. BOZIC, D.D.S., P.C.
EIN 35-1918207medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
60
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 60 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
JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$4.7M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN A. BOZIC, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants16
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 | JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 44 | 2025 | |
| 003 | JOHN A. BOZIC, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $3.3M | 16 | 2024 |
Retirement plans