Back to filter
Original filing (PDF)20251014162706NAL0001647939001
CASSY B. WIGGINS, DMD, MS, PC DBA SUMMIT ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
CASSY B. WIGGINS, D.M.D., M.S., P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
JONATHAN B. VANE, DMD PC
JONATHAN B. VANE, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$2.2M · 6 participants
STEADMAN FAMILY DENTISTRY, P.C.
ROBERT B. STEADMAN, DDS, PC 401(K) PROFIT SHARING PLAN
$2.2M · 12 participants
MOUNTAINSIDE DENTAL, LLC
MOUNTAINSIDE DENTAL, LLC 401(K) PLAN
$2.2M · 34 participants
REPASKY & MONTGOMERY, DDS, LLC DBA DUBLIN DENTAL ASSOCIATES
DUBLIN DENTAL ASSOCIATES 401(K) PLAN
$2.2M · 14 participants
CHRIS N. SIACHOS, DMD, PA
CHRIS N. SIACHOS, DMD, PA 401(K) RETIREMENT PLAN
$2.2M · 14 participants
DAVID E. WILLEY, DMD
DAVID E. WILLEY, DMD PROFIT SHARING PLAN
$2.2M · 10 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