Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
COLBY SMITH DDS, INC.
EIN 84-3759513Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
21
7060 DOUGLAS BLVD. - GRANITE BAY, CA 95746916-791-4719
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 21 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
GRANITE BAY DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$870K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
COLBY SMITH DDS, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$135K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRANITE BAY DENTISTRY RETIREMENT PLAN & TRUST | 401k | $870K | 11 | 2025 | |
| 003 | COLBY SMITH DDS, INC. CASH BALANCE PLAN & TRUST | CashBalance | $135K | 10 | 2025 |
Retirement plans