Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolioTH
CALLAHAN, FLANAGAN & SMITH ORTHODONTICS, P.C.
EIN 16-0988047medical practiceLatest filing 2025
Plans
2
Retirement
2
$12.3M assets
Welfare
0
Participants
74
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.3M assets / 74 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#003
CALLAHAN, FLANAGAN & SMITH ORTHODONTICS, PC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN AND TRUST
401k
Assets$10.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
CALLAHAN, FLANAGAN & SMITH ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CALLAHAN, FLANAGAN & SMITH ORTHODONTICS, PC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN AND TRUST | 401k | $10.4M | 43 | 2025 | |
| 006 | CALLAHAN, FLANAGAN & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $2.0M | 31 | 2025 |
Retirement plans