Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GORMAN & BUNCH ORTHODONTICS
EIN 20-1915157medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
14
617 N RIVER DR - MARION, IN 469522648317-815-9310gormanbunch.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 14 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
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GORMAN & BUNCH ORTHODONTICS 401(K) PLAN
401k
Assets$70K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 3 | 2025 | |
| 001 | GORMAN & BUNCH ORTHODONTICS 401(K) PLAN | 401k | $70K | 11 | 2025 |
Retirement plans