Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.1M assets / 22 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FLATHEAD ENDODONTICS, PC 401(K) PLAN | 401(k) | $1.2M | 13 | 2025 |
| #002 | FLATHEAD ENDODONTICS CASH BALANCE PLAN | Cash balance | $856K | 9 | 2025 |