Back to filter
Original filing (PDF)20250930120106NAL0029274210001
NICHOLAS A. JAMISON, II, D.D.S.
Form 5500-SF
FILING_RECEIVED
NICHOLAS A. JAMISON, II, DDS 401K PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 NICHOLAS A. JAMISON, II, D.D.S..
Plan sponsor
Name
NICHOLAS A. JAMISON, II, D.D.S.
EIN
84-1592880
Address
4669 W. 20TH STREET ROAD, SUITE A · GREELEY, CO · 806348408
Phone
(970) 506-1122
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
MY SARATOGA DENTIST, PLLC
MY SARATOGA DENTIST, PLLC 401(K) PENSION PLAN
$1.4M · 8 participants
SOUTHERN ROOTS DENTISTRY, L.L.C.
SOUTHERN ROOTS DENTISTRY RETIREMENT PLAN & TRUST
$1.4M · 34 participants
STEVEN R. POHLHAUS, D.D.S.
STEVEN R. POHLHAUS, D.D.S. PROFIT SHARING PLAN
$1.4M · 6 participants
MATTHEW T. MCCRADY, DDS, LLC
MATTHEW T. MCCRADY, DDS, LLC CASH BALANCE PLAN
$1.4M · 2 participants
DANIEL T STEWART, D.D.S., LTD.
DANIEL T. STEWART, DDS 401(K) PLAN
$1.4M · 6 participants
ANDREW E. FLOYD, JR. DMD
ANDREW E. FLOYD, JR. DMD 401(K) PROFIT SHARING PLAN
$1.4M · 5 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