Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARVALHO AND ROTH ORTHODONTICS, LLP
EIN 20-0907393medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
42
126 UNION STREET, UNION PARK PROFESSIONAL BUILDING - MARLBOROUGH, MA 017520000508-485-8788bracesonline.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 42 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
CARVALHO AND ROTH ORTHODONTICS, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARVALHO AND ROTH ORTHODONTICS LLP CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants12
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 | CARVALHO AND ROTH ORTHODONTICS, LLP 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 30 | 2025 | |
| 002 | CARVALHO AND ROTH ORTHODONTICS LLP CASH BALANCE PLAN | CashBalance | $1.1M | 12 | 2025 |
Retirement plans