Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
ALLAN S. THOMAS, D.M.D.
EIN 87-0476485Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
15
2545 PARLEYS WAY, #D - SALT LAKE CITY, UT 84109801-322-4900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 15 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
ALLAN S. THOMAS, D.M.D., P.C. RETIREMENT PLAN & TRUST
401k
Assets$3.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLAN S. THOMAS, D.M.D., P.C. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$578K
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 | |
|---|---|---|---|---|---|---|
| 001 | ALLAN S. THOMAS, D.M.D., P.C. RETIREMENT PLAN & TRUST | 401k | $3.6M | 9 | 2024 | |
| 002 | ALLAN S. THOMAS, D.M.D., P.C. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $578K | 6 | 2025 |
Retirement plans