Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADULT & PEDIATRIC ORTHODONTICS, P.A.
EIN 01-0314144medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
744 ROOSEVELT TRAIL, SUITE 101 - WINDHAM, ME 04062207-892-9909orthodocmaine.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 15 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#003
ADULT & PEDIATRIC ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ADULT & PEDIATRIC ORTHODONTICS, P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ADULT & PEDIATRIC ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 9 | 2025 | |
| 004 | ADULT & PEDIATRIC ORTHODONTICS, P.A. CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 6 | 2025 |
Retirement plans