Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLATHEAD ENDODONTICS, PC
EIN 47-4225071medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
20
770 W RESERVE DR. STE 1 - KALISPELL, MT 59901406-755-3636flatheadendodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 20 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#001
FLATHEAD ENDODONTICS, PC 401(K) PLAN
401k
Assets$880K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLATHEAD ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$700K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FLATHEAD ENDODONTICS, PC 401(K) PLAN | 401k | $880K | 11 | 2024 | |
| 002 | FLATHEAD ENDODONTICS CASH BALANCE PLAN | CashBalance | $700K | 9 | 2024 |
Retirement plans