Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTIOLI ORTHODONTICS LTD.
EIN 05-0512382medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
14
5550 POST ROAD - EAST GREENWICH, RI 02818401-886-5900bracesbob.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 14 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
MATTIOLI ORTHODONTICS LTD 401(K) PLAN
401k
Assets$3.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MATTIOLI ORTHODONTICS LTD CASH BALANCE PLAN
CashBalance
Assets$509K
Participants5
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 | MATTIOLI ORTHODONTICS LTD 401(K) PLAN | 401k | $3.0M | 9 | 2024 | |
| 003 | MATTIOLI ORTHODONTICS LTD CASH BALANCE PLAN | CashBalance | $509K | 5 | 2024 |
Retirement plans