Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.6M assets / 13 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTANA IMPLANTS AND PERIODONTICS 401(K) PLAN | 401(k) | $1.8M | 6 | 2025 |
| #002 | MONTANA IMPLANTS AND PERIODONTICS CASH BALANCE PLAN | Cash balance | $858K | 7 | 2025 |