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Sponsor portfolio

BGR DENTAL, PLLC

EIN 46-3058595-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
53
900 SOUTH ASH ST. - YUMA, CO 80759970-848-5777bgrdental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.6M - 32 part#002CashBalance-$894K - 21 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN & TRUST (#001)64%
  • PLAN & TRUST (#002)36%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)32
  • PLAN & TRUST (#002)21
Total 53Click 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

BGR DENTAL RETIREMENT PLAN & TRUST

401k

Assets$1.6M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BGR DENTAL CASH BALANCE PLAN & TRUST

CashBalance

Assets$894K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BGR DENTAL RETIREMENT PLAN & TRUST401k$1.6M322025
002BGR DENTAL CASH BALANCE PLAN & TRUSTCashBalance$894K212025
Retirement plans
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