Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AHL AND OCONNOR ORTHODONTICS, LLC
EIN 20-4943193medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
100
1004 S. STATE STREET, SUITE 3 - DOVER, DE 19901302-678-3000aoortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 100 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
AHL AND OCONNOR ORTHODONTICS 401(K) PLAN
401k
Assets$4.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AHL AND O'CONNOR ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants52
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 | AHL AND OCONNOR ORTHODONTICS 401(K) PLAN | 401k | $4.1M | 48 | 2025 | |
| 002 | AHL AND O'CONNOR ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $2.6M | 52 | 2025 |
Retirement plans