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  2. KATHRYN L. JAGOW, DDS, PLLC
Sponsor portfolio

KATHRYN L. JAGOW, DDS, PLLC

EIN 47-1785493-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
14
24015 VAN RY BOULEVARD, SUITE 500 - MOUNTLAKE TERRACE, WA 98043425-776-2323
Plans on this EIN
2 filings
#001401k-$775K - 7 part#002CashBalance-$563K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DDS, PLLC 401(K) (#001)58%
  • DDS CB PLAN (#002)42%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, PLLC 401(K) (#001)7
  • DDS CB PLAN (#002)7
Total 14Click 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

KATHRYN L. JAGOW, DDS, PLLC 401(K) PLAN

401k

Assets$775K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KATHRYN JAGOW DDS CB PLAN

CashBalance

Assets$563K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KATHRYN L. JAGOW, DDS, PLLC 401(K) PLAN401k$775K72025
002KATHRYN JAGOW DDS CB PLANCashBalance$563K72025
Retirement plans
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