Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERGEN ORTHODONTIC ASSOCIATES, PA
EIN 22-1943036Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
27
500 PIERMONT ROAD - CLOSTER, NJ 07624201-768-4121
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 27 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#003
BERGEN ORTHODONTIC ASSOCIATES, PA PROFIT SHARING PLAN
401k
Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BERGEN ORTHODONTIC ASSOCIATES, PA DEFINED BENEFIT PLAN
CashBalance
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BERGEN ORTHODONTIC ASSOCIATES, PA PROFIT SHARING PLAN | 401k | $1.8M | 17 | 2025 | |
| 004 | BERGEN ORTHODONTIC ASSOCIATES, PA DEFINED BENEFIT PLAN | CashBalance | $1.4M | 10 | 2025 |
Retirement plans