Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.2M
- PLAN & TRUST (#002)$142K
Filings through .
J. Jeffrey Melton, DDS, Ms, LLC
EIN 81-4756646Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Health & Benefits
0
Participants
29
141 PASEO DE PERALTA - SANTA FE, NM 87501505-681-8577
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 29 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SANTA FE PERIODONTICS RETIREMENT PLAN & TRUST
401(k)
Assets$1.2M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SANTA FE PERIODONTICS CASH BALANCE PLAN & TRUST
Cash balance
Assets$142K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SANTA FE PERIODONTICS RETIREMENT PLAN & TRUST | 401(k) | $1.2M | 15 | 2025 |
| #002 | SANTA FE PERIODONTICS CASH BALANCE PLAN & TRUST | Cash balance | $142K | 14 | 2025 |
- #001 · 401(k) · 202515
- #002 · Cash balance · 202514
Retirement plans