Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CENTER FOR ORTHODONTICS
EIN 20-3789821Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
24
71949 HWY 111, SUITE 200 - RANCHO MIRAGE, CA 92270760-340-2026cbst.ucdavis.eduLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 24 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
CENTER FOR ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CENTER FOR ORTHODONTICS 401(K) PLAN
401k
Assets$651K
Participants12
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 | CENTER FOR ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.1M | 12 | 2024 | |
| 001 | CENTER FOR ORTHODONTICS 401(K) PLAN | 401k | $651K | 12 | 2024 |
Retirement plans