Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRAF ORTHODONTICS, LLC
EIN 20-4901650Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
52
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 52 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
GRAF ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$4.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRAF ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.4M
Participants19
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 | GRAF ORTHODONTICS, LLC 401(K) PLAN | 401k | $4.3M | 33 | 2025 | |
| 002 | GRAF ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.4M | 19 | 2024 |
Retirement plans