Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
PERIODONTAL ASSOCIATES
EIN 84-1177419medical practiceLatest filing 2024
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
41
2900 S. PEORIA STREET, BUILDING D - AURORA, CO 80014303-755-4500periodontalhealth.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 41 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#002
PERIODONTAL ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$10.8M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
PERIODONTAL ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PERIODONTAL ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $10.8M | 26 | 2024 | |
| 004 | PERIODONTAL ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.2M | 15 | 2024 |
Retirement plans