Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADDIEGO ORTHODONTICS, LLC
EIN 20-5174466medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
23
220 WEST ROUTE 72 - MANAHAWKIN, NJ 08050609-597-4660addiegoorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 23 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
ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN
401k
Assets$778K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADDIEGO ORTHODONTICS LLC CASH BALANCE PLAN
CashBalance
Assets$589K
Participants11
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 | ADDIEGO ORTHODONTICS LLC PROFIT SHARING PLAN | 401k | $778K | 12 | 2024 | |
| 002 | ADDIEGO ORTHODONTICS LLC CASH BALANCE PLAN | CashBalance | $589K | 11 | 2024 |
Retirement plans