Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A.
EIN 22-2100099medical practiceLatest filing 2025
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
103
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.3M assets / 103 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
DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$11.3M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$7.9M
Participants37
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 | DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | 401k | $11.3M | 66 | 2025 | |
| 004 | DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $7.9M | 37 | 2025 |
Retirement plans