Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES K. ROGERS, D.D.S., M.S., LTD.
EIN 86-0891056Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
11
3575 SOUTH TOWN CENTER, SUITE 110 - LAS VEGAS, NV 89135702-966-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 11 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#003
JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN
CashBalance
Assets$861K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES K. ROGERS, D.D.S., M.S., LTD. PROFIT SHARING PLAN
ProfitSharing
Assets$250K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN | CashBalance | $861K | 5 | 2025 | |
| 002 | JAMES K. ROGERS, D.D.S., M.S., LTD. PROFIT SHARING PLAN | ProfitSharing | $250K | 6 | 2025 |
Retirement plans