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  2. WOODS ORTHODONTICS, P.C.
Sponsor portfolio

WOODS ORTHODONTICS, P.C.

EIN 04-3424913-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
31
441 ROUTE 130 - SANDWICH, MA 02563508-888-6222
Plans on this EIN
2 filings
#001401k-$4.6M - 21 part#002TraditionalDB-$2.1M - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • DEFINED BENEFIT PENSION (#002)31%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)21
  • DEFINED BENEFIT PENSION (#002)10
Total 31Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WOODS ORTHODONTICS PROFIT SHARING PLAN

401k

Assets$4.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WOODS ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WOODS ORTHODONTICS PROFIT SHARING PLAN401k$4.6M212025
002WOODS ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLANTraditionalDB$2.1M102024
Retirement plans
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