Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DUNN ORTHODONTICS
EIN 20-3059577Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$872K assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $872K assets / 19 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
DUNN ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$833K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DUNN ORTHODONTICS 401(K) PLAN
401k
Assets$38K
Participants3
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 | DUNN ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $833K | 16 | 2024 | |
| 001 | DUNN ORTHODONTICS 401(K) PLAN | 401k | $38K | 3 | 2024 |
Retirement plans