Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$1.7M
Filings through .
Graf Orthodontics, LLC
EIN 20-4901650Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Health & Benefits
0
Participants
52
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 52 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GRAF ORTHODONTICS, LLC 401(K) PLAN
401(k)
Assets$4.3M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GRAF ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.7M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GRAF ORTHODONTICS, LLC 401(K) PLAN | 401(k) | $4.3M | 33 | 2025 |
| #002 | GRAF ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $1.7M | 19 | 2025 |
- #001 · 401(k) · 202533
- #002 · Cash balance · 202519
Retirement plans