Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAMS ORTHODONTICS, PLLC
EIN 20-3273719Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
25
1384 SOLITUDE LANE - EVERGREEN, CO 80439303-475-9700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 25 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
WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN
401k
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants13
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 | WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN | 401k | $1.8M | 12 | 2025 | |
| 003 | WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $1.0M | 13 | 2025 |
Retirement plans