PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CROCO ORTHODONTICS
Sponsor portfolio

CROCO ORTHODONTICS

EIN 20-2469966-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
23
2675 CORAL CT. - CORALVILLE, IA 52241319-545-7600crocoorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 12 part#002CashBalance-$1.8M - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • ORTHODONTICS 401K PLAN (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS 401K PLAN (#001)12
  • CASH BALANCE PLAN (#002)11
Total 23Click 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

CROCO ORTHODONTICS 401K PLAN

401k

Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CROCO ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CROCO ORTHODONTICS 401K PLAN401k$2.5M122025
002CROCO ORTHODONTICS CASH BALANCE PLANCashBalance$1.8M112025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica