Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
THOMAS J. BOLT, D.D.S., P.C.
EIN 47-0767133Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$999K assets
Welfare
0
Participants
7
2953 S. 168TH ST, SUITE 102 - OMAHA, NE 68130402-572-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $999K assets / 7 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
THOMAS J. BOLT, D.D.S. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$776K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THOMAS J. BOLT, D.D.S. RETIREMENT PLAN & TRUST
401k
Assets$223K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THOMAS J. BOLT, D.D.S. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $776K | 3 | 2024 | |
| 001 | THOMAS J. BOLT, D.D.S. RETIREMENT PLAN & TRUST | 401k | $223K | 4 | 2024 |
Retirement plans