Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KURT LINDEMANN, D.D.S., P.C.
EIN 81-0541061Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
11
80 FOUR MILE DRIVE, SUITE 13 - KALISPELL, MT 59901406-752-8212
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 11 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
KURT LINDEMANN, DDS, PC 401(K) PLAN
401k
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KURT LINDEMANN, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$100K
Participants5
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 | KURT LINDEMANN, DDS, PC 401(K) PLAN | 401k | $1.7M | 6 | 2025 | |
| 002 | KURT LINDEMANN, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $100K | 5 | 2024 |
Retirement plans