Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERSHING ORTHODONTICS, P.C.
EIN 20-4508463Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
19
815 N. MARIAN ROAD - HASTINGS, NE 68901402-462-4173
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M 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#001
PERSHING ORTHODONTICS, P. C. SAFE HARBOR 401(K) PLAN
401k
Assets$4.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PERSHING ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERSHING ORTHODONTICS, P. C. SAFE HARBOR 401(K) PLAN | 401k | $4.3M | 9 | 2024 | |
| 002 | PERSHING ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $1.4M | 10 | 2025 |
Retirement plans