Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSOCIATES IN ORTHODONTICS, PC
EIN 03-0266863medical practiceLatest filing 2025
Plans
2
Retirement
2
$13.7M assets
Welfare
0
Participants
49
55 SAN REMO DRIVE - SOUTH BURLINGTON, VT 05403802-862-7569vtbraces.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 49 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#002
ASSOCIATES IN ORTHODONTICS, PC EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$10.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ASSOCIATES IN ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASSOCIATES IN ORTHODONTICS, PC EMPLOYEES' PROFIT SHARING PLAN | 401k | $10.0M | 26 | 2025 | |
| 003 | ASSOCIATES IN ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $3.7M | 23 | 2024 |
Retirement plans