Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMETTO FAMILY ORTHODONTICS, LLC
EIN 20-8969432Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
84
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 84 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
PALMETTO FAMILY ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$3.7M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALMETTO FAMILY ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants36
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 | PALMETTO FAMILY ORTHODONTICS, LLC 401(K) PLAN | 401k | $3.7M | 48 | 2024 | |
| 002 | PALMETTO FAMILY ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 36 | 2024 |
Retirement plans