Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
GERLEIN ORTHODONTICS, LLC
EIN 05-0526244Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
33
5550 FRIENDSHIP BLVD, SUITE 320 - CHEVY CHASE, MD 20815301-951-4114
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 33 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#001
GERLEIN ORTHODONTICS, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401k
Assets$2.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GERLEIN ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GERLEIN ORTHODONTICS, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST | 401k | $2.8M | 18 | 2025 | |
| 002 | GERLEIN ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $1.8M | 15 | 2025 |
Retirement plans