Back to filter
Original filing (PDF)20250807174904NAL0003670833001
CASSY B. WIGGINS, DMD, MS, PC DBA SUMMIT ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
CASSY B. WIGGINS, D. M. D, M. S, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASSY B. WIGGINS, DMD, MS, PC DBA SUMMIT ORTHODONTICS.
Plan sponsor
Name
CASSY B. WIGGINS, DMD, MS, PC DBA SUMMIT ORTHODONTICS
EIN
84-1548574
Address
17167 E. CEDAR GULCH PARKWAY · SUITE 200 · PARKER, CO · 80134
Phone
(303) 805-7111
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
GRILLI FAMILY DENTAL CARE, LLC
GRILLI FAMILY DENTAL CARE, LLC
$3.2M · 10 participants
E. L. RABEL, D.D.S., APDC
E. L. RABEL, D.D.S., APDC CASH BALANCE PLAN
$3.2M · 13 participants
RONALD W. TRACY, D.M.D., PC
RONALD W. TRACY, D.M.D. 401(K) PLAN
$3.2M · 2 participants
WABASH VALLEY ENDODONTICS, INC.
WABASH VALLEY ENDODONTICS, INC. 401(K) PLAN
$3.2M · 6 participants
BEDI DENTAL GROUP, L.L.C.
BEDI DENTAL GROUP, L.L.C. 401(K) PLAN
$3.2M · 54 participants
SPINDEL GENERAL & COSMETIC DEN
SPINDEL GENERAL & COSMETIC DEN 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 6 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B