Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHODONTIC ASSOCIATES OF LEXINGTON, P.C.
EIN 20-1446720hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
12
29 POTTER POND - LEXINGTON, MA 02420617-921-0328drmaorthodontics.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 12 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#002
ORTHODONTIC ASSOCIATES OF LEXINGTON, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ORTHODONTIC ASSOCIATES OF LEXINGTON, P.C. 401(K) PLAN
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ORTHODONTIC ASSOCIATES OF LEXINGTON, P.C. CASH BALANCE PLAN | CashBalance | $1.8M | 6 | 2025 | |
| 001 | ORTHODONTIC ASSOCIATES OF LEXINGTON, P.C. 401(K) PLAN | 401k | $1.5M | 6 | 2025 |
Retirement plans