Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
JOE JEPPSON, DMD, LLC
EIN 36-4645073Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
86 N UNIVERSITY AVE, SUITE 280 - PROVO, UT 84601801-356-7701
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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#001
JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOE JEPPSON DMD, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$258K
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 | |
|---|---|---|---|---|---|---|
| 001 | JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.0M | 10 | 2025 | |
| 002 | JOE JEPPSON DMD, LLC DEFINED BENEFIT PLAN | TraditionalDB | $258K | 6 | 2024 |
Retirement plans