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Sponsor portfolio

COSBY ENDODONTICS PC

EIN 45-3642481-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
2530 N 8TH STREET SUITE 104 - GRAND JUNCTION, CO 81501970-243-7392
Plans on this EIN
2 filings
#001401k-$1.4M - 7 part#002CashBalance-$221K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • 401(K) RETIREMENT PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)7
  • CASH BALANCE PLAN (#002)5
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COSBY ENDODONTICS PC EMPLOYEE 401(K) RETIREMENT PLAN

401k

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COSBY ENDODONTICS PC CASH BALANCE PLAN

CashBalance

Assets$221K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COSBY ENDODONTICS PC EMPLOYEE 401(K) RETIREMENT PLAN401k$1.4M72025
002COSBY ENDODONTICS PC CASH BALANCE PLANCashBalance$221K52024
Retirement plans
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