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Sponsor portfolio

CARLSON DENTAL PLLC

EIN 83-4673958-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$993K assets
Welfare
0
Participants
12
9859 W COAL MINE AVE - LITTLETON, CO 80123303-932-6018LinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$993K - 11 part#003CashBalance-$67 - 1 part

Retirement portfolio analytics

2 plans aggregated / $993K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PLAN & TRUST (#002)100%
  • CASH BALANCE PLAN (#003)0%
Total $993KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)11
  • CASH BALANCE PLAN (#003)1
Total 12Click 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#002

CARLSON/BROADWAY RETIREMENT PLAN & TRUST

401k

Assets$993K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CARLSON DENTAL PLLC CASH BALANCE PLAN

CashBalance

Assets$67
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARLSON/BROADWAY RETIREMENT PLAN & TRUST401k$993K112024
003CARLSON DENTAL PLLC CASH BALANCE PLANCashBalance$6712024
Retirement plans
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