Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUSTIN D. WARD, DMD, MSD, PLLC
EIN 46-3268509Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
35
1365 EAST MAIN STREET - BURLEY, ID 83318208-678-3265
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 35 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
RIVER VALLEY ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RIVER VALLEY ORTHODONTICS 401(K) PLAN
401k
Assets$1.1M
Participants18
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 | RIVER VALLEY ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.8M | 17 | 2024 | |
| 001 | RIVER VALLEY ORTHODONTICS 401(K) PLAN | 401k | $1.1M | 18 | 2024 |
Retirement plans