How big is Kellen and Ramona Bosma D.M.D. P.C.'s plan?

Kellen and Ramona Bosma D.M.D. P.C.'s plan reported $2.1M in assets and 14 participants for 2025.

Original filing (PDF)20260402083725NAL0002154369001

Kellen and Ramona Bosma D.M.D. P.C.

Name: Kellen and Ramona Bosma D.M.D. P.C. — Bosma Dental, Form 5500 (2025)
Creator: Kellen and Ramona Bosma D.M.D. P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bosma Dental Retirement Plan

401(k) retirement plan · Kellen and Ramona Bosma D.M.D. P.C.'s Bosma Dental Retirement Plan held $2.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Kellen and Ramona Bosma D.M.D. P.C.'s EIN is 47-3676528.

EIN 47-3676528

Plan number 001

Plan year 2025

ACK ID 20260402083725NAL0002154369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kellen and Ramona Bosma D.M.D. P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kellen and Ramona Bosma D.M.D. P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score