Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
ROGER D. TIPTON, D.D.S, M.S., P.A.
EIN 75-2969719Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
36
6102 82ND STREET, SUITE 2 - LUBBOCK, TX 79424806-792-2288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 36 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
TIPTON & TIPTON DENTAL PRACTICE RETIREMENT PLAN & TRUST
401k
Assets$5.8M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TIPTON & TIPTON DENTAL PRACTICE CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIPTON & TIPTON DENTAL PRACTICE RETIREMENT PLAN & TRUST | 401k | $5.8M | 21 | 2024 | |
| 002 | TIPTON & TIPTON DENTAL PRACTICE CASH BALANCE PLAN | CashBalance | $2.9M | 15 | 2025 |
Retirement plans