Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOZEMAN ORTHODONTICS
EIN 46-4600473medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
25
3779 BAXTER LANE - BOZEMAN, MT 59718406-551-9535bozemanortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 25 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
BOZEMAN ORTHODONTICS RETIREMENT TRUST
401k
Assets$1.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOZEMAN ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$274K
Participants7
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 | BOZEMAN ORTHODONTICS RETIREMENT TRUST | 401k | $1.4M | 18 | 2025 | |
| 002 | BOZEMAN ORTHODONTICS CASH BALANCE PLAN | CashBalance | $274K | 7 | 2024 |
Retirement plans