Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
COAL CREEK ORAL SURGERY AND DENTAL IMPLANT CENTER, PLLC
EIN 81-1852618medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
19
1771 CHEROKEE TRAIL - LAFAYETTE, CO 80026720-588-2505coalcreekoms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 19 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
COAL CREEK ORAL SURGERY RETIREMENT PLAN & TRUST
401k
Assets$880K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COAL CREEK ORAL SURGERY CASH BALANCE PLAN & TRUST
CashBalance
Assets$401K
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 | COAL CREEK ORAL SURGERY RETIREMENT PLAN & TRUST | 401k | $880K | 10 | 2025 | |
| 002 | COAL CREEK ORAL SURGERY CASH BALANCE PLAN & TRUST | CashBalance | $401K | 9 | 2024 |
Retirement plans