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Sponsor portfolio

ROSENTHALL ORTHODONTICS PC

EIN 13-4213273-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
32
3901 N. WHEELING AVE - MUNCIE, IN 47304765-289-2377rosenthallortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 21 part#002CashBalance-$474K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • ROSENTHALL ORTHODONTICS 401(K) (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROSENTHALL ORTHODONTICS 401(K) (#001)21
  • CASH BALANCE PLAN (#002)11
Total 32Click 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

ROSENTHALL ORTHODONTICS 401(K) PLAN

401k

Assets$1.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSENTHALL ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$474K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSENTHALL ORTHODONTICS 401(K) PLAN401k$1.2M212024
002ROSENTHALL ORTHODONTICS CASH BALANCE PLANCashBalance$474K112024
Retirement plans
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