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Sponsor portfolio

MONTANA IMPLANTS AND PERIODONTICS

EIN 82-0785294-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
13
3275 COLONIAL DRIVE - HELENA, MT 59601406-449-2900
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$858K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AND PERIODONTICS 401(K) (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • AND PERIODONTICS 401(K) (#001)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTANA IMPLANTS AND PERIODONTICS 401(K) PLAN

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MONTANA IMPLANTS AND PERIODONTICS CASH BALANCE PLAN

CashBalance

Assets$858K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONTANA IMPLANTS AND PERIODONTICS 401(K) PLAN401k$1.8M62025
002MONTANA IMPLANTS AND PERIODONTICS CASH BALANCE PLANCashBalance$858K72025
Retirement plans
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