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  2. COONEY & TYNER ORTHODONTICS, PLLC
Sponsor portfolio

COONEY & TYNER ORTHODONTICS, PLLC

EIN 14-1745662-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
33
500 FEDERAL STREET, SUITE 600 - TROY, NY 12180518-274-4322
Plans on this EIN
2 filings
#001401k-$4.9M - 19 part#002CashBalance-$763K - 14 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)19
  • CASH BALANCE PLAN (#002)14
Total 33Click 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

BRENDAN M. COONEY, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COONEY & TYNER ORTHODONTICS, PLLC CASH BALANCE PLAN

CashBalance

Assets$763K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRENDAN M. COONEY, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST401k$4.9M192025
002COONEY & TYNER ORTHODONTICS, PLLC CASH BALANCE PLANCashBalance$763K142024
Retirement plans
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