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Sponsor portfolio

JONATHAN BISHOP DDS PC

EIN 46-5342063-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$859K assets
Welfare
0
Participants
25
501 ANGLERS DR., #102 - STEAMBOAT SPRINGS, CO 80487719-271-0633
Plans on this EIN
2 filings
#001401k-$699K - 13 part#002CashBalance-$159K - 12 part

Retirement portfolio analytics

2 plans aggregated / $859K assets / 25 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DENTISTRY RETIREMENT PLAN (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $859KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTISTRY RETIREMENT PLAN (#001)13
  • CASH BALANCE PLAN (#002)12
Total 25Click 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

HIGH COUNTRY DENTISTRY RETIREMENT PLAN

401k

Assets$699K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HIGH COUNTRY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$159K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HIGH COUNTRY DENTISTRY RETIREMENT PLAN401k$699K132025
002HIGH COUNTRY DENTISTRY CASH BALANCE PLANCashBalance$159K122024
Retirement plans
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