Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
DONALD J BOATMAN, DDS, INC.
EIN 46-3483568Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$566K assets
Welfare
0
Participants
15
151 E 12TH STREET - LINCOLN, CA 95648916-434-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $566K assets / 15 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#003
BOATMAN DENTAL DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$448K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOATMAN DENTAL 401(K) PLAN & TRUST
401k
Assets$118K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BOATMAN DENTAL DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $448K | 7 | 2024 | |
| 002 | BOATMAN DENTAL 401(K) PLAN & TRUST | 401k | $118K | 8 | 2024 |
Retirement plans