Assets by plan
Share of aggregate retirement assets
Filings through .
Palmetto Family Orthodontics, LLC
EIN 20-8969432Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Health & Benefits
0
Participants
109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 109 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
PALMETTO FAMILY ORTHODONTICS, LLC 401(K) PLAN
401(k)
Assets$4.8M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PALMETTO FAMILY ORTHODONTICS, LLC CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants45
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 | PALMETTO FAMILY ORTHODONTICS, LLC 401(K) PLAN | 401(k) | $4.8M | 64 | 2025 |
| #002 | PALMETTO FAMILY ORTHODONTICS, LLC CASH BALANCE PLAN | Cash balance | $1.3M | 45 | 2025 |
- #001 · 401(k) · 202564
- #002 · Cash balance · 202545
Retirement plans