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Sponsor portfolio

BASCOM FAMILY DENTAL / DBA KN MODY DDS INC

EIN 46-4790294-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
24
920 N. BASCOM AVE., STE 1 - SAN JOSE, CA 95128408-247-8001LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 14 part#002CashBalance-$283K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DENTAL RETIREMENT PLAN (#001)81%
  • FAMILY DENTAL PENSION (#002)19%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL RETIREMENT PLAN (#001)14
  • FAMILY DENTAL PENSION (#002)10
Total 24Click 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

BASCOM FAMILY DENTAL RETIREMENT PLAN

401k

Assets$1.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BASCOM FAMILY DENTAL PENSION PLAN

CashBalance

Assets$283K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BASCOM FAMILY DENTAL RETIREMENT PLAN401k$1.2M142025
002BASCOM FAMILY DENTAL PENSION PLANCashBalance$283K102025
Retirement plans
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