Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY R. SIMISTER, D.D.S., M.S.D., P.C.
EIN 88-0385223Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
71
3847 S 170 W - WASHINGTON, UT 84780702-596-9070
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 71 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
SIMISTER ORTHODONTICS 401(K) PLAN
401k
Assets$3.0M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMISTER ORTHODONTICS RETIREMENT PLAN
CashBalance
Assets$1.5M
Participants24
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 | SIMISTER ORTHODONTICS 401(K) PLAN | 401k | $3.0M | 47 | 2025 | |
| 002 | SIMISTER ORTHODONTICS RETIREMENT PLAN | CashBalance | $1.5M | 24 | 2025 |
Retirement plans