Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEN ORTHODONTICS
EIN 20-3729069Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$598K assets
Welfare
0
Participants
10
4110 OCEANSIDE BLVD 102 - OCEANSIDE, CA 92056760-724-2722
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $598K assets / 10 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
ALLEN ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$591K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALLEN ORTHODONTICS 401(K) PLAN
401k
Assets$7K
Participants0
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 | ALLEN ORTHODONTICS CASH BALANCE PLAN | CashBalance | $591K | 10 | 2024 | |
| 001 | ALLEN ORTHODONTICS 401(K) PLAN | 401k | $7K | 0 | 2024 |
Retirement plans