Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolio
J. JEFFREY MELTON, DDS, MS, LLC
EIN 81-4756646Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
23
141 PASEO DE PERALTA - SANTA FE, NM 87501505-681-8577
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 23 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
SANTA FE PERIODONTICS RETIREMENT PLAN & TRUST
401k
Assets$952K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SANTA FE PERIODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$79K
Participants11
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 | SANTA FE PERIODONTICS RETIREMENT PLAN & TRUST | 401k | $952K | 12 | 2024 | |
| 002 | SANTA FE PERIODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $79K | 11 | 2024 |
Retirement plans