Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$477K
Filings through .
Barone Orthodontics Ltd.
EIN 05-0395583medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Health & Benefits
0
Participants
28
1804 MINERAL SPRING AVENUE - NORTH PROVIDENCE, RI 02904401-353-1292baroneorthodontics.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 28 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BARONE ORTHODONTICS LTD. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.9M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BARONE ORTHODONTICS LTD. CASH BALANCE PLAN & TRUST
Cash balance
Assets$477K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BARONE ORTHODONTICS LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $1.9M | 15 | 2025 |
| #003 | BARONE ORTHODONTICS LTD. CASH BALANCE PLAN & TRUST | Cash balance | $477K | 13 | 2025 |
- #002 · 401(k) · 202515
- #003 · Cash balance · 202513
Retirement plans