Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEW S. AMES, DDS, MS, PLLC
EIN 82-1182310Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
65
1550 30TH AVE., S. - MOORHEAD, MN 56560218-236-1322
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 65 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
AMES AND PETERSON ORTHODONTICS 401(K) PLAN
401k
Assets$4.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMES ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$777K
Participants29
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 | AMES AND PETERSON ORTHODONTICS 401(K) PLAN | 401k | $4.1M | 36 | 2025 | |
| 002 | AMES ORTHODONTICS CASH BALANCE PLAN | CashBalance | $777K | 29 | 2025 |
Retirement plans