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Sponsor portfolio

JAMES BOURNE DDS PC

EIN 47-4072280-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
3732 BEN WALTERS LANE - HOMER, AK 99603480-620-4958
Plans on this EIN
2 filings
#001401k-$978K - 7 part#002TraditionalDB-$209K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN & TRUST (#001)82%
  • PLAN & TRUST (#002)18%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • PLAN & TRUST (#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

JAMES BOURNE DDS PC 401(K) PLAN & TRUST

401k

Assets$978K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES BOURNE DDS PC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$209K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES BOURNE DDS PC 401(K) PLAN & TRUST401k$978K72025
002JAMES BOURNE DDS PC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$209K72025
Retirement plans
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