Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERNHARDT AND SMITH ORTHODONTICS, P.C.
EIN 20-8402651Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
41
9295 BISHOP DRIVE, SUITE 120 - WEST DES MOINES, IA 50266515-987-9130bernhardtandsmith.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 41 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
BERNHARDT & SMITH ORTHODONTICS, PC 401(K) PLAN
401k
Assets$6.9M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$889K
Participants18
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 | BERNHARDT & SMITH ORTHODONTICS, PC 401(K) PLAN | 401k | $6.9M | 23 | 2024 | |
| 002 | BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $889K | 18 | 2024 |
Retirement plans