Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TREVOR T. VELTKAMP, D.D.S., P.S.
EIN 91-2130132Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
23
3400 SQUALICUM PARKWAY SUITE 105 - BELLINGHAM, WA 98225360-676-2770
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 23 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
VELTKAMP ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VELTKAMP ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants10
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 | VELTKAMP ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 13 | 2025 | |
| 002 | VELTKAMP ORTHODONTICS CASH BALANCE PLAN | CashBalance | $2.0M | 10 | 2025 |
Retirement plans